Investing Principle One: Efficient Markets
This is the first principle to developing a sound stock portfolio, and it will show you why most Wall Street pros fail to beat the market.
Investing Principle Two: Keeping Expenses & Taxes Low
This is the second principle to developing a sound stock portfolio, and it explains why you are giving too much of your money to Wall Street and Uncle Sam.
Investing Principle Three: Diversification & Rebalancing
This is the third principle to developing a sound stock portfolio, and you will discover that you aren’t as diversified as you think. You may also find, that like most of the prospects we meet, you have never rebalanced your stock portfolio.
Investing Principle Four: Investing Principle Four: Win by not Losing
One of the key tenets of money management is to protect your capital. Sometimes you win by not losing. The fourth principle shows you how we do this for clients.