Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Sign up for my Newsletter

FOLLOW ME ON SOCIAL MEDIA
Linkedin Facebook Twitter

Experience Matters

Dave uses analytical skills from his CPA firm background to provide facts - not a sales pitch - to educate clients why we recommend certain financial planning and investment strategies.

His “participate-yet-protect” strategies have been tested and refined under many market conditions over the past three decades.

He confesses to be a bit of a nerd for detail and analytical evaluations, as is shown in his many client newsletters and articles. However, he also prides himself on an ability to explain sophisticated financial concepts in simple terms, for those not wanting to be buried in details.

We monitor many investment managers - not just a favored few - to choose our key recommendations based on a client’s objectives and risk tolerance. One of the many factors we monitor is a manager’s long-term risk vs. reward history. This is calculated in modern portfolio terms of Beta (risk relative to a baseline) vs. Alpha (outperformance vs. risk taken). These are just two of many factors we evaluate when making investment recommendations.

Estate Management 101

Related Content

Charitable Giving: Smart from the Heart

Required Reading: The Economic Report of the President

Keep Your Umbrella Handy

Office:	(602) 955-7500
Mobile:	602-955-0767
Fax:	(602) 955-1458