OUR SERVICES
INVESTING
We can handle as much or as little of your investments as you want.
Investments are never an afterthought at Bone Fide Wealth; however, we acknowledge that the fast pace of financial technology can commoditize this piece of your financial life. Everyone has greater access to the markets than ever before.
Still, many of our clients prefer to invest with us rather than manage their own investment portfolio. What are they seeking? Prudence. Discipline. Accountability. Consistency. And long-term vision.
Bone Fide Wealth provides cost-effective, fee-only investment services designed to save you time and energy while upholding our fiduciary obligation to you.
We apply the following disciplined practices when it comes to long-term investing:
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We don’t pretend to know what the future will bring. Instead, we rely on historical market data and risk-adjusted asset allocations to build your investment portfolio.
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Our investment process is rooted in the belief that markets are overwhelmingly efficient and that few—if any—active managers can consistently outperform over the long-term. With that in mind, we build your portfolio around low‑cost, broadly diversified index funds that capture the full breadth of global equity and bond markets.
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We tap into the efficiency and transparency of exchange‑traded funds for broad market exposure. And, when it adds value, we leverage direct indexing platforms to customize holdings, daily harvest tax losses, and fine‑tune certain investment factors. Solutions are only introduced when the benefits outweigh the costs and complexity, ensuring your portfolio stays both cost‑effective and precisely aligned with your goals.
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Our fee‑only model means you pay a straightforward, asset‑based advisory fee with no commissions, markups, or hidden charges. You will always know exactly what you’re paying for and why.
Asset allocation programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved. Diversification does not assure profit or protect against loss in declining markets and diversification cannot guarantee that any objective or goal will be achieved.
Wealth Wisdom
Wealth Wisdom
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Q&A: How do I get my super-saver spouse to invest?
A spouse who favors cash sees money as security, not an opportunity. To promote investing, discuss long-term goals that need higher returns than cash offers. Use data and compromise to balance cash and investments that suit both partners’ comfort and goals.
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Q&A: We received a cash gift from my wife’s parents. What should we do with it?
We’re obviously feeling very fortunate to have received this gift, but we are a little conflicted over the right way to spend it (or not)
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Five ways to invest for your kids
You can set your kids up for success in many ways.
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Q&A: My husband likes to trade stocks. How can I learn more about what he's doing and if it's helping us at all?
A reader wonders how to grasp her husband's stock trading and its financial impact. The advice includes discussing his motivations, setting trading rules, and ensuring accountability. Regular check-ins are vital, and it's crucial to prevent trading from harming the relationship or becoming an obsession.
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