Our Founding Principal, Erik Strid, shares what he's learned throughout the course of his career, from working at Wall Street brokerage firms, to building an independent firm and acting as a fiduciary. His video series can't be missed for those who want to learn more about the markets, their investments, and planning for the future. Watch Now
Become A Great Investor
Our Founder is sharing his top tips to help anyone become a better, more-informed investor. His advice could change your life. GET STARTED NOW
We’re here to help you achieve your long-awaited dreams – and financial security and prosperity.
Using our model, “The Triangulation of Advice,” we’ll work with you to execute a plan that aligns with your values, goals, and financial situation. And we’ll help you stick to that plan in the face of emotional and distracting events.
Investment failure is caused by one or more critical mistakes on the investor’s part—unforced errors—that he need never have made. A financial advisor can help.
In last month’s article, we reviewed one of the most awful years in American history. This month, we explore how our own human nature causes us to make so many unforced errors.
Another All-Time High
As I sit down to write this month’s commentary, the S&P 500 is reaching another all-time high, a level of just about 4,100. Given how many new all-time highs I have seen the equity market reach over my 30-year career, I am constantly amazed at how many people still say things like, “I lost money in the stock market.” or, “Stocks are too risky for me.”
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