VALUED BASED INVESTING
The word ‘Value’ especially in relation to investing can have variations in meaning. While there may be times that an investment represents a real value, here at Ednomics Financial, we support John Bugle’s statement that, “The shortest route to top quartile performance is to be in the bottom quartile of expenses.” Doing so can be of real value to investors. Over time a small improvement in performance can make a very significant difference.
Working Together to Find the Best Solution For You
One item that can impact the bottom line significantly is how the current tax laws are being used. With our many years of tax experience, we will take into account the various factors related to your tax situation and determine the best course of action for you to take.
We believe that a solution can be found by working together with our clients so that a solid portfolio following investing principles can be developed. In the end, the investor should feel that their portfolio and their principles and values are consistent. Ednomics works with you, the unique individual, to implement your goals, your values, and together build a solution.