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Investment philosophy

Asset Allocation is Key.

Diversification Reduces Risk.

Strategic Discipline is Crucial.

<p>Never lose sight of the big picture.</p>

Never lose sight of the big picture.

Any decent investment philosophy starts with "Know Thyself". The majority of both investment return and volatility is determined by asset allocation, making this decision key for long term success.

Always sweat the details. 

Estate planning, tax, and investment outcomes can vary significantly based on the level of care employed.