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10 Commandments for Investors
Financial news channels are just as likely to be wrong as they are to be right.
It’s basically a coin flip.
1
Look to your financial advisor, not your friends, for investment advice.
2
Don’t give credence to investment ideas that require immediate action.
3
When partnering with an advisor, you have a trusted advocate who will work with you to help you reach your long-term goals. But to be truly successful, we believe it’s important for you to adhere to some simple rules that may help to better your investment experience.
Symmetry | 10 Commandments for Investors
There will always be a salesperson promising higher returns, but bear this in mind: The lure of higher returns doesn’t constitute due diligence.
4
Include your financial advisor in all of your family’s large expense purchase considerations.
5
Being a long-term investor, not a speculator, requires patience. Volatility in markets is the price one must pay to get the returns of the market.
6
There are many worthwhile investment strategies, but none of them work all of the time.7
Become an educated and informed consumer.
Symmetry | 10 Commandments for Investors
Please contact your financial advisor with questions or for additional information.
It is your responsibility to know how your assets are invested and the underlying investment philosophy.
8
Financial planning and investor behavior are more important to long-term success than the investments themselves.
9
Remember: Risk and return are related! There is no such thing as a free lunch.
10
Symmetry | 10 Commandments for Investors
Symmetry Partners, LLC is an investment advisory firm registered with the Securities & Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Symmetry Partners, LLC), or any non-investment related content made reference to directly or indirectly in this material will be profitable or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners LLC.
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