Broker Check

Principles of Sound Investing - Why Our Approach is Different


At the beginning of 2017, several large investment firms were asked to predict the return of the S&P 500 for the year.  Their average forecast was 4.5%, while the index ended up growing by about 20%.  Results this poor are not unusual.  The study has been conducted for 18 years.  The difference between the average forecasted return and the actual return was about 13%.

Our approach is different because we know something others don't seem to understand - that there are PEOPLE attached to the wealth we are managing.