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Expectations

Expectations

Photo from the movie “Elf” (2003), courtesy of New Line Cinema When you were a child, did you ever set your hopes on receiving a certain gift during the holiday season? Perhaps it was a bicycle, a trainset, a pogo stick or an action figure or doll. Do you...
Misaligned Values

Misaligned Values

From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...