The market will always experience fluctuations. However, history shows that staying focused on long-term goals—rather than reacting to short-term news or political events—leads to better results. We help our clients create carefully crafted investment plans designed to weather market volatility and keep them on track toward their objectives.

A well-diversified portfolio is essential for managing risk and achieving consistent growth. By thoughtfully allocating your investments across different asset classes and geographic regions, we reduce the impact of downturns in any one area, positioning your portfolio for stable returns over time.

Investment costs can significantly impact your long-term returns. That’s why we prioritize low-cost investment strategies, focusing on options like index funds and passive investment vehicles. By minimizing fees, we help you keep more of your hard-earned money working for you.

Academic research consistently shows that passive investing outperforms most active strategies. Instead of trying to pick the “right” stocks or time the market, we embrace a passive approach that invests in the market as a whole. This strategy has been proven to deliver consistent, long-term results.

Eger CPA works with Dimensional Fund Advisors (DFA), a leader in evidence-based investing. DFA applies rigorous academic research to portfolio management, focusing on factors that have historically driven higher returns, such as small-cap stocks and value stocks. As one of the select few advisors with access to DFA’s institutional funds, we can offer you a sophisticated, research-driven investment strategy.

Eger CPA offers integrative tax planning as a powerful tool in coordination with Wealth Management strategies to achieve long term financial goals. By proactively managing tax obligations, individuals and businesses can retain more wealth, grow investments efficiently, and ensure a financially secure future.