Investment Philosophy

My Planning & Investment Philosophy

  • Investing should be based on your values and goals.
  • Media propaganda and amateur advice can adversely affect investors.
  • Market timing and past performance are not indicators of future results.
  • Structured asset class portfolios and systematic rebalancing are important elements of active money management.
  • Investors are driven by their emotions, which lead to poor investment and financial decisions.
  • A written financial plan may help take the emotion out of investing.
  • Risk and return are related. 
  • Coordinated planning with other advisors is crucial to the overall success of your plan.

Help develop your investment philosophy: 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.