Frequently Asked Questions
There is no time like the present. Short answer? Now. It’s never too early to begin, or too late to start because the longer you invest, the more you will gain in the long run.
The fact is that the overall trend of the stock market for the past 200 years has been upward. By investing early and not waiting for perceived ideal conditions, you will be able to maximize your profits taking our expert advice and guidance into account.
Our goal is to help educate and empower you throughout the process. We’re committed to teaching you as much as you’d like to learn every step of the way.
Yes, your account will be globally diversified to reduce unnecessary market risk and volatility. You’re input and risk thresholds will be discussed and adjusted accordingly as we go.
We focus on Exchange Traded Index Funds (ETFs). We review the thousands of ETFs available to find the ones with the lowest cost, best performance vs risk, ideal area of diversification, and other key metrics.
The stock and bond markets are monitored every day for investment opportunities and risks. Individual accounts are reviewed daily or weekly and holdings are rebalanced at opportune times.
No, there is no additional cost for answering your questions, brief check-ins, or in depth reviews and we are regularly available by email, phone or for virtual meetings.
Anytime actually. You have full control. There are always optimal times to withdraw and we will advise along the way.
Just a few simple steps. We securely gather your information and then complete all the necessary paperwork so you can simply sign and submit.