Investing Principles

STICK WITH YOUR INVESTMENT DISCIPLINE

STICK WITH YOUR INVESTMENT DISCIPLINE

• KNOW YOUR RISK TOLERANCE
• STAY WITH YOUR ASSET ALLOCATION
• REBALANCE WHEN IT GETS OUT OF WHACK
• BE DIVERSIFIED AMONG:
  RISK ASSETS, LIKE STOCKS
  SAFE ASSETS, LIKE SHORT-TERM TREASURIES
  HEDGES AGAINST DISASTER, LIKE GOLD

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO POLICY, NOT POLITICS

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:

• • financial plan
  • portfolio direction
  • business climate

Policy can determine:

• Interest rates
• Taxes
• Rules and regulations

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

Continuity is important in a firm’s:
• Leadership
• Investment philosophy
• Goals
• Discipline

Watch the related WEALTHTRACK episode.