Dropping the Investment “F-Bomb” … FRUGAL

Posted on Mar 21, 2016

All of us were taught at an early age (some better than others), that dropping an “F-Bomb” was simply not appropriate. In the wealth management circles, however, an alternate way to define what an “F-Bomb” is may be using the word frugal.  Using the word frugal in every day conversation to describe someone’s spending habits is sometimes a polite way of saying they are cheap, and consequently few really care to live and be described as frugal. A wealth manager, on the other hand, should strive to be a client’s number one advocate of frugality, and our firm proudly wears that...

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