“Over many years, index funds have outperformed almost 85 percent of all managed mutual funds…Their (investors’) index fund simply buys all the stocks in the index they’re interested in, and they do not have to worry about the fund’s manager. In fact, one key to the better-than-average return on index funds is the exceptionally low cost of running them.”

– Suze Orman

Focus on what you CAN control: costs, diversifying, minimuzing taxes and discipline..

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7 Fourth Street, Suite 66
Petaluma, CA 94952 (Map)
T. 707.765.9025
F. 888.708.8392
Office hours are by appointment only.

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