Key Principles for Success
There are certain financial and investing principles that we believe are important to help us succeed in addressing your goals:
Markets Move in Full Cycles Over Time
When looking at how markets perform throughout history, trends or cycles emerge with a natural flow of ups and downs over time. Investing for a short period of time may cause investors to miss out on those up periods, so we believe it is better to invest for longer periods to benefit from the long-term growth potential of the market.
Investing is Better for Generating Growth and Income than Not Investing
Not investing – keeping too much cash in savings, for example – can be a safe bet. But most people need to generate at least some growth to have the income they need to live the life they want. That means taking on some risk in an effort to grow your assets – tailored to your ability, willingness and need – through investing.
Working With a Professional is Important
We don’t diagnose our own medical issues or try to operate on ourselves. Similarly, we believe investors benefit from having a professional manage their investments. Not only does it free up your time to enjoy the important things in your life, it can help you stick to your plan when emotions come into play, preventing mistakes or jumping in and out of the market.