Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
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
Markets reward discipline
I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.
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.