Investing Principles

EXTEND YOUR INVESTMENT TIME HORIZON

April 9, 2021

EXTEND YOUR INVESTMENT TIME HORIZON

PROBABILITY OF A LOSS FOR THE S&P 500
(Rolling Price Returns, Jan 1930 – Jan 2021)

  • 1 day investment = 46% chance of loss
  • 1 year investment = 31% chance of loss
  • 5 year investment = 19% chance of loss
  • 10 year investment = 10% chance of loss

Source: Richard Bernstein Advisors “Insights” March 2021

Watch the related WEALTHTRACK episode.

DON’T FIGHT THE FED!

September 10, 2020

DON’T FIGHT THE FED!
OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING!

Watch the related WEALTHTRACK episode.

STICK WITH YOUR INVESTMENT DISCIPLINE

July 3, 2020

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.

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

March 27, 2020

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

  • Understand Your Own Risk Tolerance
  • Put to the Test During Market Turmoil
  • Are You an Investor or a Speculator?

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO POLICY, NOT POLITICS

November 15, 2019

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.

Back to Top