experience in tax and estate planning, along with the CPA background, has
lead us into the financial planning area with a conservative bent on the
investment side. During the 1980s, the emphasis was on maximum return.
However, we have quickly learned that the market, also can go down, as
well as up. Risk or volatility can be just as important as return. A major
study of pension plans in 1986 and updated in 1991 determined that over
91% of the portfolio performance was determined by the asset allocation
process. Thatís why we place the asset allocation decision
at the heart of our investment decision. Since we manage your portfolio on
a fee-only basis, there is no bias in our recommendations to you."
Planning Services, Inc.
573 Millwood Road
Chappaqua, NY 10514-1317
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