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.
