Successful investing is easier than you think
While every investor has a unique set of circumstances and a unique set of needs, the fundamentals of investment success are universal and unchanging. Unfortunately, most investors are unaware of these basic fundamentals.
No one can guarantee investment success. However, there are key ingredients that, when present, can increase your odds for investment success. A few of these ingredients are:
- Low investment fees and expense
- Low portfolio turnover
- Portfolio rebalancing
- Tax efficiency
- Patience
For most investors, the investment community is more enemy than friend. Some investors understand this. Most do not. For more than 30 years, we have monitored investment portfolios designed by members of the brokerage, bank, trust, insurance, financial planning, and investment advisory community. Over the years we have formed investment philosophies based upon what we have witnessed and what we have learned.