"The dominate determinate of long-term, real life investment returns is
the behavior of the investor themselves." --- Nick Murray
As your financial behavioral coach, we guide you during times of both Euphoria and Fear in order for you to make decisions based on your family's long-term financial plan...not today's most recent media manifested "crisis."
8 Behaviors to Avoid
Click here for our Behavioral Investing Institute Resource Center
As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides comprehensive financial strategies for higher net-worth families to help protect and preserve current levels of wealth, plan for retirement, as well as, designing...