7477 West Lake Mead Boulevard,
There is no such thing as “short-term” investing
In most cases, accumulating capital takes years of work and sacrifice to accomplish. It should be approached thoughtfully and prudently, without speculation. We take that seriously.
Valuation still matters
Markets can be subject to fads and hyperbole. Time and time again, when this basic principle of investing is ignored, many rush into “the next big thing,” only to be disappointed.
Market timing doesn't work
It is said that “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”
Market indexes and benchmarks can tell a much-distorted story
The success or failure of your investment plan should be measured only by its success in meeting your long-term goals over a full market cycle.
Positivity is key
While we always seek to protect your capital from threats and undue risk—we recognize the powerful and historical upside to human ingenuity and innovation over time.
Information is not knowledge
We know that achieving our client’s goals requires more than just information; it requires personal knowledge of the client and their financial aspirations.
The traditional rules of investing still work
One should never abandon the traditional rules of diversification, sound values, patience, following a solid plan, and maintaining a long-term perspective.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.