Experience Matters

“Experience is a good school.  But the fees are high.”

-- Heinrich Heine (1797 – 1856), German poet

History doesn’t repeat itself but it often rhymes

We have been in the financial services industry since 1989 and we have seen a lot.  We know what works and what doesn’t.  We have seen the financial & investment plans that we put in place many years ago work, allowing our clients to retire under there terms.

We have guided clients and their plans through good times and bad.

• 1989 Savings and Loan Bailout and Junk Bond Collapse
• 1991 Japanese asset bubble
• 1996 Operation Desert Storm
• 1993 Bombing of the World Trade Center
• 1997-1998 Asian Crisis
• 1999-200 Dot Com Bubble
• September 11, 2001, 9/11 Attacks on World Trade Center
• 2007-2008 Global Financial Crisis aka Subprime and collateral market collapse
• 2010 Flash Crash
• 2014 Russian Fiancial Crisis
• 2015 Chinese Stock Market Crash
• 2017 Brexit
• 2020 Covid Pandemic
• ???