Investment Philosophy

Most investors start with good intentions, an ultimate goal, and a plan for success. However with 24/7 information at our fingertips, all too often investors get wrapped up with the minutia or crisis of the day. This can happen with advisors as well. Advisors can become consumed by the daily data of investing and lose sight of their client’s ultimate goals.

While world events and data analysis are important, investing is about more than one event or headline, one chart or analyst’s report. Whether the market is up or down this week usually has little to do with our goals.

Investing should be about achieving that which is important to us. It is about a quality of life that brings us contentment. It is about life events, family, faith, friends, and being able to do the things that bring value to our lives.