Investor Education

Separating Myths from Truths

Separating Myths From Truths: The Story of Investing

Traditional Investing Myths

Myth 1: Stock Selection
Myth 2: Track-Record Investing
Myth 3: Market Timing
Myth 4: Costs of Investing



Why Rebalance?

  • Risk Management
  • Buy Low – Sell High
  • To maintain a standard deviation in accordance with your investment objective

Choosing Your Investment Philosophy

Choosing Your Investment Philosophy

Are You Caught in the Investors’ Dilemma?

Investing is usually done in an effort to have money to accomplish life goals and realize dreams. Knowing we have money for the future can offer a sense of peace in the present. However, instead of bringing peace of mind, investment decisions are often complex and confusing, leading to overwhelming feelings such as distress, worry, and anxiety.

Discovering Your True Purpose

Discovering Your True Purpose For Money

Each of Us Has Our Own Set of Values and Beliefs

One way that we express values is through financial decisions. Think of it this way: when financial decisions align with values, we experience a very real sense of satisfaction and contentment. However, when we struggle, worry, experience buyers’ remorse, or suffer over money, it’s very likely that our financial choices are inconsistent with our inner value system.

This is why, no matter what financial decision you are facing, the first step is to define your values. Discovering your True Purpose for Money can pave the way for long-lasting satisfaction and fulfillment regarding financial decisions.

After The Crash

After The Crash

Market Crashes from an Historical Perspective

  • Since 1928, there have been 87 market drops of 10% or more, compared to 23 market drops of 20% or more.
  • Since 1946, it has taken the market just 111 days, on average, to rise to its pre-crash levels.***

The reason stocks have historically returned more than fixed income over the long term is because stock holders endure the volatility of the market. Without the volatility that goes hand-in-hand with stock ownership, the risk returns associated with stocks would diminish and so would the attendant wealth.