Figuring out how to invest your money can be tough. There are many different approaches and a vast amount of information touting various strategies, mutual funds, and stocks. Just thinking about where to start sifting through all this information can be overwhelming. Even if you take the time to do the research, you might still be questioning if your money is invested correctly. That’s why we use a simple and easy approach enabling you to manage your portfolio.

We start with determining your tolerance for risk and understanding your time horizon. With that information, we develop an asset allocation strategy that allows you to sleep at night regardless of the daily ups and downs of the market. We believe it is critically important to have the right asset allocation; that is, a diversified, balanced, age-appropriate portfolio of investments in stocks, bonds, and cash. Our investment recommendations focus on a passive investment strategy (as opposed to actively trading in and out of investments) using low-cost index funds and tax-efficient ETF’s. Once your portfolio is set, it is essential to stick to your asset allocation, ignoring the fluctuations of the market, and regularly rebalancing your accounts to return to your original asset allocation.

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