PHILOSOPHIES FOR SUCCESSFUL INVESTING€¦ · SUCCESSFUL INVESTING Fee-based financial planning...
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PHILOSOPHIES FOR SUCCESSFUL INVESTING Fee-based financial planning and investment advisory services are offered by Bennett Wealth Advisors, a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Bennett Financial Group Inc. Bennett Wealth Advisors and Bennett Financial Group Inc. are affiliated companies. 1831 E. Broad St., Suite 210 | Mansfield, TX 76063 P: 817.472.8086 | [email protected] www.bennettwealthadvisors.com ASSET ALLOCATION AND DIVERSIFICATION ARE PARAMOUNT The primary determinant of investment returns is a well thought out asset allocation. Your portfolio should be spread across all asset classes to help you minimize risk and maximize return. BEWARE OF MARKET TIMING AND STOCK PICKING The financial media may lead you to believe that investment performance will be determined by timing the market or by picking the next hot stock or the next superstar manager. However, research shows that attempting market timing or stock manager picking is a negative drag on investment returns over time. PAST PERFORMANCE IS NOT A STRATEGY Is there any other purchase in your life that becomes more attractive as it gets more expensive? Purchasing assets based on past performance can lead to overpaying with no assurances that strong performance will continue. Resist chasing past performance. CAPITALIZE ON THE MARKET’S HORSEPOWER In our capitalist economy, the money you invest commands a rate of return. As such, the financial markets have historically rewarded investors with attractive returns, particularly over the long-term. YOUR EMOTIONS CAN BE YOUR BIGGEST ENEMY Market ups and downs can feel like an emotional roller coaster, so taking the long-term view is essential. Emotion-driven reaction to market fluctuations can lead to poor investment decisions at the worst possible times. Adopting a long-term perspective and working with your financial advisor can help keep your emotions in check. DON’T LET THE MEDIA DISTRACT YOU The financial media can deter you from a long-term strategy by eliciting positive or negative emotions over the latest fad or short-term trend. Stay the course, and ignore the headlines. CONCENTRATE ON WHAT YOU CAN CONTROL Rather than worry about what is out of your control, take action on the things within your control. A financial advisor can help you identify and clarify your goals, then craft a plan to help you pursue them. 1 2 3 4 5 6 7
Transcript of PHILOSOPHIES FOR SUCCESSFUL INVESTING€¦ · SUCCESSFUL INVESTING Fee-based financial planning...
PHILOSOPHIES FOR SUCCESSFUL INVESTING
Fee-based financial planning and investment advisory services are o�ered by Bennett Wealth Advisors, a Registered Investment Advisor in the State of Texas. Insurance products and services are o�ered through Bennett Financial Group Inc. Bennett Wealth Advisors and Bennett Financial Group Inc. are a�liated companies.
1831 E. Broad St., Suite 210 | Mansfield, TX 76063
P: 817.472.8086 | [email protected]
www.bennettwealthadvisors.com
ASSET ALLOCATION AND DIVERSIFICATION ARE PARAMOUNTThe primary determinant of investment returns is a well thought out asset allocation. Your portfolio should be spread across all asset classes to help you minimize risk and maximize return.
BEWARE OF MARKET TIMING AND STOCK PICKINGThe financial media may lead you to believe that investment performance will be determined by timing the market or by picking the next hot stock or the next superstar manager. However, research shows that attempting market timing or stock manager picking is a negative drag on investment returns over time.
PAST PERFORMANCE IS NOT A STRATEGYIs there any other purchase in your life that becomes more attractive as it gets more expensive? Purchasing assets based on past performance can lead to overpaying with no assurances that strong performance will continue. Resist chasing past performance.
CAPITALIZE ON THE MARKET’S HORSEPOWERIn our capitalist economy, the money you invest commands a rate of return. As such, the financial markets have historically rewarded investors with attractive returns, particularly over the long-term.
YOUR EMOTIONS CAN BE YOUR BIGGEST ENEMYMarket ups and downs can feel like an emotional roller coaster, so taking the long-term view is essential. Emotion-driven reaction to market fluctuations can lead to poor investment decisions at the worst possible times. Adopting a long-term perspective and working with your financial advisor can help keep your emotions in check.
DON’T LET THE MEDIA DISTRACT YOUThe financial media can deter you from a long-term strategy by eliciting positive or negative emotions over the latest fad or short-term trend. Stay the course, and ignore the headlines.
CONCENTRATE ON WHAT YOU CAN CONTROLRather than worry about what is out of your control, take action on the things within your control. A financial advisor can help you identify and clarify your goals, then craft a plan to help you pursue them.
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