We will never recommend anything that we wouldn't do ourselves.

Discover what else we don't do

Here's what we won't do:

Sell commission-based products that benefit the adviser at your expense
Use products that lock you in or have exit penalties
Recommend financial products that pay hidden or trailer fees
Provide high returns with low volatility (that’s impossible)
Sell during temporary market declines
Predict the short-term direction of the economy or the stock market
Change your asset allocation based on media sentiment
Manage your investment portfolio without a clear plan