Populism. Tariffs. Protests. Impeachment. Is it time to get out of the market?
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Most brokers don't tell you what their fees are. Here, I know exactly what I'm paying, and it's really, really low.
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The people here are amazing. They’re easy to work with, they really care, and they actually encourage you to ask questions.
I want something straightforward. And to have faith my money has really been put to work.
I can't think of anyone I would trust more with my money.
You can't find active management with this level of service at such a low fee anywhere else.
Firmly committed to transparency... a rare and welcome occurrence in this industry.
In many ways, the firm has provided the very things we’ve been screaming for in a fund company.
Timely and informative communications, and the personal touch [of] a small firm.
We explore your objectives and situation. Then we recommend the mix of stocks and bonds best suited for you—what we call a Strategic Asset Mix (SAM).
We construct a portfolio with you using a mix of our funds that best reflects your SAM. And we help you manage it over time.
When the markets act up, we’re here to provide a steady hand.
Late last year, it looked like a good time to get out of the market and sit out what many observers were forecasting would be an ugly 2019. Hasn't exactly worked out well for those who sold — proving once again that you simply can't time the market.
The investment industry invents new words, gives existing ones new meaning, and of course, there’s a slew of acronyms. Tom Bradley provides a translation in his Financial Post article.