walpoleadvisors.com
Walpole Financial Advisors | Resources Goleta, California
http://www.walpoleadvisors.com/resources
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. It’s A Good Thing Investing Isn’t Like the Olympics. August 29th, 2016. Imagine that your entire life revolves around a single performance lasting less than 14 seconds. You’ve sacrificed your youth, close friendships and any semblance of a career in pursuit of validating your Herculean effort on the world’s largest stage. The hopes of your country on your shoulders. Tens of millions of gawkers eager to praise … Read More. August 29th, 2016.
walpoleadvisors.com
Walpole Financial Advisors | Faq Goleta, California
http://www.walpoleadvisors.com/services/faq
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. What are your fees? What does your fee include? Our fee involves two aspects. The first involves the science of investing: the value of systematic rebalancing, risk tolerance evaluation, diversification into appropriate asset classes, trading techniques, discipline and tax management. We believe we justify our fees on that aspect alone. Our fact-driven and objective approach gives us a significant advantage. Our independence gives us the fr...
walpoleadvisors.com
Walpole Financial Advisors | Our story Goleta, California
http://www.walpoleadvisors.com/about-us/our-story
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Walpole Financial Advisors was founded based on a passion for evidence, a devotion to transparency, and the promise to put our clients’ interests first with everything we do. We believe that doing what’s best and doing what’s right should be one and the same. We believe that every investor is unique requiring custom, comprehensive wealth management solutions. 70 Santa Felicia Drive Goleta, California 93117 Phone: 805-845-6587.
walpoleadvisors.com
Walpole Financial Advisors | Your spending choices often reflect your values 2 Goleta, California
http://www.walpoleadvisors.com/2015/08/10/your-spending-choices-often-reflect-your-values-2
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Published: August 10th, 2015. I have a crazy idea I want to run by you. Imagine that a cultural anthropologist finds one of your credit card statements in 100 years. What would your spending suggest you value the most? Based on your spending, what assumptions might someone make about how you live your life? Recently, I spent a lot of time on the road. It meant less time spent with family and less time available for my community. So ...The e...
walpoleadvisors.com
Walpole Financial Advisors | Becoming a client Goleta, California
http://www.walpoleadvisors.com/services
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Our first priority is to listen. We work personally with you, devoting the needed time to learn and appreciate your most important values, goals and relationships. This deep knowledge forms the foundation the blueprint for that individualized plan. With a plan in place, we work with your accountant, estate planner, attorney and other advisors to ensure that your money is where it should be based on your current and future needs. Having been...
walpoleadvisors.com
Walpole Financial Advisors | Our team Goleta, California
http://www.walpoleadvisors.com/about-us/our-team
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Jean Smith, CPA/PFS, CFP , EA. Kirk Stovesand, CPA/PFS, CFP. Yusuf A. Balogun, CPA/PFS, MST. Anita Peca, CPA/PFS. Paul Mannion, CFP. 70 Santa Felicia Drive Goleta, California 93117 Phone: 805-845-6587. 2016 Walpole Financial Advisors.
walpoleadvisors.com
Walpole Financial Advisors | Our story Goleta, California
http://www.walpoleadvisors.com/about-us
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Walpole Financial Advisors was founded based on a passion for evidence, a devotion to transparency, and the promise to put our clients’ interests first with everything we do. We believe that doing what’s best and doing what’s right should be one and the same. We believe that every investor is unique requiring custom, comprehensive wealth management solutions. 70 Santa Felicia Drive Goleta, California 93117 Phone: 805-845-6587.
walpoleadvisors.com
Walpole Financial Advisors | Becoming a client Goleta, California
http://www.walpoleadvisors.com/services/becoming-a-client
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Our first priority is to listen. We work personally with you, devoting the needed time to learn and appreciate your most important values, goals and relationships. This deep knowledge forms the foundation the blueprint for that individualized plan. With a plan in place, we work with your accountant, estate planner, attorney and other advisors to ensure that your money is where it should be based on your current and future needs. Having been...
walpoleadvisors.com
Walpole Financial Advisors | Advanced planning Goleta, California
http://www.walpoleadvisors.com/services/advanced-planning
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Every advanced plan should deal with these key areas:. Wealth preservation is not just about the loss of capital, it is about having enough money to fund a lifestyle. The best way to achieve this is through an investment strategy that produces optimal returns consistent with your ability, willingness, and need to take risk. 70 Santa Felicia Drive Goleta, California 93117 Phone: 805-845-6587. 2016 Walpole Financial Advisors.
walpoleadvisors.com
Walpole Financial Advisors | Investment management Goleta, California
http://www.walpoleadvisors.com/services/investment-management
It’s A Good Thing Investing Isn’t Like the Olympics" Full Story. Our unique approach to investing incorporates findings from academic and Nobel-prize winning research. It is sophisticated, yet straightforward. For the reason that our approach to investing is in sharp contrast to the traditional practices seen in today’s financial services industry, we believe that successful investment management starts with a clear understanding. We value evidence over emotion. MPT has four basic concepts:. Adding high ...