Countless “talking heads” show themselves discussing where, how, and/or when 
investors should stock-away money for retirement and other financial goals.
Brett Arends’ February 2015 Wall Street Journal article gave 23 “rules” on personal finance. While all 23 may not apply to you, I’d say you should abide by a majority. Of the list, there are a few that are most useful to me:
- #3: Keep it simple
- #14: Make the most of what you have
- #23: Share
At The Trust Company, our investment philosophy revolves around four central tenants:
- Investment Fiduciary – we act in the best interests of our clients
- Global Diversification – tailored investment portfolios based on client goals
- Disciplined Process – prudently select, monitor, and rebalance portfolio investments
- Committee-Based Decisions – internal investment committee, corporate Board, and outside consultant
When you’re ready for help making sense of the “talking heads” and infinite “rules,” reach out to us – we’re grateful to help any way possible.