The data that informs our investment philosophy

We believe in data informed, planning driven, and goal focused investing. 

  • We aren’t alarmists.
  • We don’t freak out when the market is volatile.
  • The media gets paid to panic.
  • We get paid to get you over the finish line at retirement age and for the next 2-3 decades after that.

Responding To Crisis

If you’re 50 years old, the S&P 500 has halved three times in your life. (Even if you’re just 25 years old, it’s happened twice.):

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Everyone has a 4th Quarter.

Are you going to be ahead, or behind?