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⮞ We believe that if your time horizon is greater than three years, you should accept some of the volatility risks of the stock market. For those needs that occur in less than three years, you should not accept this risk. We do not believe in timing the market.
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⮞ We believe that a competent and fulfilled staff is critical to execute our mission. We treat our staff with respect and ask that you would as well.
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We believe that we should like and trust each other. If that ever stops happening, we believe our relationship needs to be reevaluated.
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We believe that you should be as involved in your plan as we are. This means that we may ask your help in gathering information
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We believe in the value of synergy. A competent, healthy communication and exchange of ideas between all stakeholders is essential to achieving the desired success for you
