About - Wealth Management in Investing, Retirement | Better Money Decisions

We found a better way to help you live your best financial life.

We are passionate about helping you laugh more, live better, and gain confidence in your money decisions.

We knew there had to be a better way.

We stepped away from the stuffy “button-down” firms and started one that makes integrity and collaboration a cornerstone. We demand of ourselves the highest level of expertise, but always treat our clients like family.

“It has always been done that way” was our catalyst to change. We worked to see things from your point of view and found new ways to help you gain financial freedom.

And the work is never done. Evolving regulations, technology, and your own changing circumstances keep us continually engaged in making our services even better.

We knew there had to be a better way.

We stepped away from the stuffy “button-down” firms and started one that makes integrity and collaboration a cornerstone. We demand of ourselves the highest level of expertise, but always treat our clients like family.

“It has always been done that way” was our catalyst to change. We worked to see things from your point of view and found new ways to help you gain financial freedom.

And the work is never done. Evolving regulations, technology, and your own changing circumstances keep us continually engaged in making our services even better.

5 mistakes your financial
future cannot afford.

Our Investment Philosophy

While stock-picking used to be the norm, over the years much research has been done on the efficiency of the markets. Our approach to investing has evolved to reflect this research.

Our investment philosophy is based on five basic principles:

.01

The stock and bond markets are efficient and therefore, it is exceedingly difficult to consistently outperform or favorably time the markets. Passive investments are a more cost-effective and efficient way to participate in these markets.

.02

Broad diversification across all asset classes is essential for long-term growth and mitigating risk.

.03

Low fees improve performance.

.04

The amount of risk taken in a portfolio is determined by both your needs and risk tolerance.

.05

Rebalancing is done whenever the portfolio veers from the established allocation due to market variations.

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REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

Copyright © 2020 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.

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