Author - Bethany M. Muensterman

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Lilly King’s Finger-Wag, Integrity, and Financial Discipline
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Minimizing Tax Liability and Our Investment Philosophy

Lilly King’s Finger-Wag, Integrity, and Financial Discipline

The world’s attention seems to have shifted away from financial markets and onto the Rio 2016 Olympics. The event is spectacular – a chance to view athletes competing in the culmination of years of training and discipline. It is awe inspiring and climatic. What can we learn from these athletes as we think about our financial decisions?

Lilly King’s viral video of her finger wag strikes an intrinsic chord with many. The idea that hard work and uncompromised discipline can bring the win resonates with so many of us. Can this love of pure competition and athleticism teach us about …

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Minimizing Tax Liability and Our Investment Philosophy

Our investment philosophy and portfolio management process are anchored by three foundational tenets –Discipline, Tax-Efficiency, and Cost Control. Experience tells us that we cannot control the daily movements of the market, but we can control these three tenets and, by doing so, strive to have a positive impact on your portfolio. With each investment change we contemplate, we ask ourselves: How will this decision impact our investment philosophy, and are we staying true to our foundational tenets?

We welcome you to our blog on Tax Efficiency, the third of a three-part series in which we expand …

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