Our Approach To Investing
Here is one of the guys that I rate tremendously. He is a really good and very entertaining speaker – one of those senior American guys that just seems to be full wisdom.
He has written many books and articles on investing and finance. He taught advanced investment courses at Harvard and Yale and has advised of some very large institutions
Charlie Ellis who wrote “Winning the Loser’s Game” provides a shortish video that may be of interest. Here he talks about the role of financial advisers or financial planners… people like me.
Sorry, but I don’t seem able to imbed the video into my blog. Its definitely worth a look.
Thanks Vanguard for granting me permission to link this to my blog.
We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
Call us today or visit our website for more information and to arrange a meeting