Five Things You Can Control (the series)

A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

We do not believe that investing should be expensive.

An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

Saving money is not enough. You need to save and invest.

“Develop spending discipline. People too often forget that the real enemy of investment is consumption.”