We can tell you what you need to do to be a successful investor.
We believe that markets work. Current market prices reflect the best available information combined with expectations about the future, and are therefore the best approximation of actual value.
Financial market movements do not always appear to be rational and prices may not always be “correct,” but market forces are so competitive that we believe it has yet to be demonstrated that any investor, or group of investors, can consistently or reliably outperform the market as a whole.
The Kent Coulter Wealth Management Group manages the portfolios of our clients using a strategy built on the foundations of accepted academic research. Our strategy is evidence based and will be executed alongside a variety of wealth management and financial planning best practices, including tax minimization, portfolio withdrawal optimization, retirement projections and estate planning.
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