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- Charitable GivingWe’ve been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and charitable giving can make coordinating your financial life a difficult job.
- Income Tax
- Investment ManagementDr. Statman’s research has been supported by the National Science Foundation, the Research Foundation of the CFA Institute, and the Investment Management Consultants Association (IMCA). Dr. Statman is a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, a Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, two Baker IMCA Journal Awards, and two Graham and Dodd Awards of Excellence. Dr. Statman received his PhD from Columbia University and his Bachelor’s Degree and MBA from the Hebrew University of Jerusalem.
- Mutual FundsOver the five-year cycle from 2005 to 2009, the vast majority of active mutual funds underperformed the stock and bond markets. While some managers were able to beat the market, this raises the question: was it luck or skill?
- Wealth ManagementSchedule a meeting with us today. Whether you need a complete wealth management plan or a second opinion, we'll make sure you're on track.
- Financial Planning
- Retirement PlanningIn order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach to addressing your needs - whether that be retirement planning, wealth enhancement, wealth and income protection, wealth transfer or charitable giving. And because we're a fee-based company, we work with your best interests in mind as a fiduciary.
- Asset ManagementAssante Capital Management Inc.). In addition, he also served as Executive Vice President and General Manager of LWI Financial Inc. (formerly Assante Asset Management, Inc.) Potts earned a Bachelor of Science Degree in Economics from Santa Clara University. He also holds General Securities (Series 7), State Law (Series 63) and General Securities Principal (Series 24) licenses.