How would you describe your wealth management philosophy?

This is one of those questions that we should probably talk about in-person if you’re looking for an in-depth answer.

Here, for the sake of brevity, we can sum it up in a few quick points: Invest your short-term money, short-term; invest your long-term money, long-term; stick to the plan; but regularly check in to make sure the plan is still the plan.