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Part 1: Evidence Based Investing Insights: Market Pricing

admin2018-03-13T07:16:06+00:00August 1st, 2016|Financial Planning, Investment Philosophy|

Part 1 of a 4 part educational mini series brought to you by the trusted advisors at Timonier. Enjoy this short clip describing how capital markets are continually making price adjustments while absorbing new market [...]

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Part 2: Evidence Based Investing Insights: Diversification

admin2018-03-13T07:16:42+00:00August 1st, 2016|Financial Planning, Investment Philosophy|

Part 2 of the 4 part educational series brought to you by Timonier. This clip highlighting Diversification will help to conceptualize the theory of spreading market risk within and across the asset classes. [...]

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Part 3: Evidence Based Investing Insights: Return Factors

admin2018-03-13T07:17:01+00:00August 1st, 2016|Financial Planning, Investment Philosophy, Videos|

Part 3 of the 4 part educational series. In this video installment you'll find great info-graphics and illustrations pertaining to the dimensions of investment portfolio returns.

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Part 4: Evidence Based Investing Insights: Behavior

admin2018-03-13T07:17:21+00:00August 1st, 2016|Financial Planning, Investment Philosophy, Videos|

Part 4: The last part of a 4 video mini-series that highlights how investor behavior can have the biggest impact on portfolio returns. Trust in your wealth plan and when the fears and anxieties rise [...]

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9 Steps In Managing A Family’s Wealth

admin2018-03-07T08:37:57+00:00June 1st, 2016|Financial Planning, Tax Planning|

Families are complicated, and wealthy families can be even more complicated. At Timonier Family Office we take a disciplined, holistic approach to wealth management, serving doctors, hospital executives, private practice groups, and business owners [...]

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Two Clients We Helped Last Year: Case Studies

admin2018-03-07T08:38:57+00:00April 6th, 2016|Financial Planning|

At Timonier Family Office, we focus on helping our clients achieve a higher level of happiness. We believe that true wealth management encompasses all aspects of your life, and I want to illustrate that [...]

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Physician Planning

admin2018-04-07T04:08:22+00:00March 16th, 2016|Financial Planning, Videos|

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Collaborative and Creative Financial Planning

admin2018-03-07T08:40:29+00:00March 15th, 2016|Financial Planning|

https://youtu.be/OEnyWGOLwp4

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