Life In A Box


Understanding the markets starts with understanding human behavior.

When new clients come to us, they often talk about challenges they’ve faced in the market—how the downturn of 2008 shook their confidence as investors or how a “sure thing” suddenly become anything but.
Our response is to listen, to empathize and to educate. The truth is that the markets will always be unpredictable; losses and gains will happen and are largely out of anyone’s control. In fact, vast amounts of academic research have proven time and again that there is virtually no way of predicting when significant market events will occur.

“Timing, perseverance and 10 years of trying will eventually make you
look like an overnight success.” — Biz Stone

Instead of focusing on what we can’t control, we help you focus on what you can: yourself. Our investment philosophy is grounded in the study of human behavior, so you can better understand your own actions and reactions to market forces. In this way, we help you see that it’s better to be generally correct as an investor with a long-term focus than to be precisely wrong by focusing solely on the short term.