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The 10 Keys to a Better Investment Experience

By: Curt Stowers

Being a successful investor is NOT easy—it requires an incredible amount of self-discipline. Fortunately, while the self-discipline is hard, the basic tenants of successful investing are easy to understand.

Ten Keys to Investment Success

While there are multiple thoughts on what leads to a successful outcome as an investor, the following ten are a great starting point:

  • Embrace Market Pricing
  • Don’t Try to Outguess the Market
  • Resist Chasing Past Performance
  • Let Markets Work for You
  • Consider the Drivers of Returns
  • Practice Smart Diversification
  • Avoid Market Timing
  • Manage Your Emotions
  • Look Beyond the Headlines
  • Focus on What You Can Control

You can get a more detailed discussion of each of these ten keys by jumping to this link, which contains a PDF file going into more detail on this topic.

 

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  • Do you have a well-defined Investment Policy Strategy that is used to drive your investments in support of a comprehensive financial plan?

  • If not, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner while focusing on your desired outcomes?

If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

 

 

Enjoy the read and remember, it’s NOT about the money. It’s about how the money supports your goals!

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F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

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