December 2, 2019

At some point on your financial planning journey you’ll likely ask yourself questions regarding how to build and manage your long-term investing strategy. Trying to answer these questions may be intimidating, but know that you’re not alone. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, to improve your long-term investing strategy.

October 2, 2019

A fiduciary investment advisor can offer expertise and guidance to help you focus on actions that add value. When pursuing a better investment experience, investors should focus on the things they can control. Whether in Austin, TX or anywhere virtually in the US, here are ways a fiduciary investment advisor can help you stay on track:

July 5, 2019

Holding securities across many market segments can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can broaden your investment universe. As an Austin, TX financial advisor, it’s important to practice smart diversification.

June 21, 2019

Academic research has identified these equity and fixed income dimensions, which point to differences in expected returns. Investors can pursue higher expected returns by structuring their portfolio around these dimensions.

June 7, 2019

When serving clients virtually as a fiduciary financial advisor or in-person in Austin, TX, I am asked how volatility impacts their portfolio. While volatility may be back in the markets, my answer remains the same: play the long game!

The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.