It is no secret that markets have been turbulent over the last few months. In volatile times it is often helpful to step back, refocus on the bigger picture, and review time tested investment principles that have helped create successful long-term investors.
The document below reviews eight basic principles of investing, breaking each point down into bite-sized pieces and written in plain English.
One of our jobs is to help our clients stay focused on these time honored investing principles throughout all market cycles. We believe a basic understanding of investment philosophy helps investors stick to their financial plan and promotes the greatest odds of success.
Feel free to forward this document to anyone you feel would benefit from reviewing these basic tenets, and please let us know if you have any questions.