Five Things You Can Control: Taxes
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A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

Five Things You Can Control: Investment Costs
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We do not believe that investing should be expensive.

Five Things You Can Control: Goals-Based Asset Allocation
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An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

Five Things You Can Control: Commitment to Saving
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Saving money is not enough. You need to save and invest.

Five Things You Can Control: Spending Discipline
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“Develop spending discipline. People too often forget that the real enemy of investment is consumption.”

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