"An investment in knowledge pays the best interest" – Benjamin Franklin
"Knowledge comes by taking things apart. But wisdom comes by putting things together" – John Morrison
"Good fortune is what happens when opportunity meets with planning." – Thomas Edison
"You can never plan the future by the past." – Edmund Burke
"Success often comes to those who have the aptitude to see way down the road." – Laing Burns, Jr.
"After costs, the return on the average actively managed dollar will be less than the average passively managed dollar." – Dr. William F. Sharpe, The Financial Analysts' Journal
"Staying rich requires an entirely different approach from getting rich. It might be said that one gets rich by working hard and taking big risks, and that one stays rich by limiting risk and not spending too much." – Investment Management, Edited by Bernstein & A. Damodaram
"If you don’t have an investment philosophy, all you have is a market outlook. If you have an investment philosophy you have no need of market outlook. Choose." – Nick Murray
"Everyone knows the house wins the majority of the time in Las Vegas… the brokerage house win at even higher percentages, but they don’t want investors to know it." – Rick Hill, Principal of Hill Investment Group
"Our willingness to believe that we can hire some expert to tell us how to outperform markets is a big problem, with big consequences." – Michael Lewis, Author
"Investors should remember that excitement and expenses are their enemies." – Warren Buffet
"A quality investment philosophy is like a good diet: it only works if it is sensible over the long haul and you stick with it." – Michael Mauboussin, More than You Know
"October is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, February." – Mark Twain
"The stock market serves as a relocation center at which money is moved from the active to the patient." – Warren Buffet
The only way to sensibly deal with markets is to have a thoughtful long-term plan, and thoughtful long term plans don’t involve radical moves, and certainly not selling things that have gone down.- David Swensen, Chief Investment Officer of Yale University
"You don’t need to watch daily reports. You’ve stopped worrying about market forecasts. Your plan is in place and it’s being followed. From day one, working with Schiff Wealth Advisors has been different."
"The winning strategy is very simple. But it’s not easy. We’re human beings subject to our own emotions, and we make mistakes. And that’s where a good advisor can help people." – Larry Swedroe
"Your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed." – Peter Lynch
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Individual Wealth Management
Time Well Spent.
Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:
- Discovery - Before any planning takes place, we discover what's important to you. Planning - Before any commitment is made, we present a detailed, written plan.
- Commitment - Before we become your trusted advisor, we mutually commit to your plan for success.
- Regular Progress - Through targeted strategy, we seek to enhance your wealth and your life.
Investing time to build our relationship with you is time well spent.
Your Plan For Success.
When it comes to achieving your goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we explore: An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face? In our Investment Plan Meeting, we present your Discovery Profile, which reflects our understanding of what you've shared with us. Based on your input, we fine-tune it as needed. You also receive our strategy document, including your proposed plan for bringing financial clarity to your life. At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.
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