Investing

What you can control

 

With all that is out of our control, we can craft a plan together, based on a sound philosophy, that incorporates your goals to add value and help you stay the course.

Recognize mental errors

Do any of the messages to the right sound familiar?

 

These are common mental errors we tell ourselves that can be disasterous to a portfolio and financial plan.

 

 

Don't follow your emotions

Too many investors allow their emotions to drive their investing decisions. This most often leads to buying high and selling low - the opposite of a successful investment plan.

 

 

Reacting hurts

By jumping in and out of markets you increase the chances of failure. Many who leave their stock investments may end up receiving less than never investing.

 

Performance of S&P 500 Index 1970-2014

 

 

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Markets reward discipline

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Growth of $1 - MSCI World Index (net dividends), 1970-2014

1) Focus on what you can control. Diversification neither ensures a profit nor guarantees against loss in a declining market.

2) Reacting hurts.In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Performance data for January 1970–August 2008 provided by CRSP; performance data for September 2008–December 2014 provided by Bloomberg. S&P data provided by Standard & Poor’s Index Services Group. US bonds and bills data © Stocks, Bonds, Bills, and Inflation Yearbook™, Ibbotson Associates, Chicago (annually updated work by Roger G. Ibbotson and Rex A. Sinquefield).

3) Markets reward discipline. In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. MSCI data © MSCI 2015, all rights reserved.

4) In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. MSCI data © MSCI 2015, all rights reserved.

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Clear Financial Advisors (CFA) is a Fee-Only Detroit and Ann Arbor fiduciary financial and investment advisor with meeting locations in Ann Arbor / Whitmore Lake, Livonia, Novi, Bloomfield Hills, Troy, Royal Oak, and Franklin / Southfield / Bingham Farms, and serving clients nationally online.

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