Investing To Win

Investing To Win

Having the "Investing To Win" mindset, we recommend considering these bullet points to help determine your overall objective to investing:

Objective for Saving

  • First, begin with a clear concept and a strong course of action. Ask yourself: "What is my main purpose for my savings and how long until these savings are needed?" Most people find they are saving for retirement or saving for their family's long term benefit - but everyone's goals can and will be different. Once you figure out your own course of action, we specialize in determining a plan that can help reach your overall financial objective. If your objective means you need your assets to "beat the average" or improve at a higher rate than what one would historically receive in a Savings Account or CD, "Investing To Win" may be more suited for you. 

Tolerance of Risk

  • Next, consider your overall tolerance for risk. Ask yourself: "What are you willing to accept as a loss on a short-term basis?" With the stock market, short term losses or gains are always apart of investing. As a firm, we know that common stock prices are constantly being fueled or depleted daily, as most of these prices fluctuate due to common, everyday emotions of greed and fear. We figure that are 4 tiers of loss one can accept during a short term basis:
    • ​Low 1-5%
    • Moderate 6-10%
    • High 10-15%
    • Speculative 16-30% 
  • We speak of this because it's always important to reach the most comfortable mark for your approach. Naturally, no one can feel entirely comfortable losing a portion of their savings - but, an "Investing To Win" investor will understand that markets can and will fluctuate. And despite these short-term instabilities, this mindset focuses on long term positives that can be received once common stocks are purchased, at a bargain, for good profitable companies that are for whatever reason, are out of favor with the public. 

Pace of Inflation

  • Finally, an investor with the mentality of "Investing To Win" will understand that the pace of inflation can go a long way in preparing an investment approach. Always remember that the price of tangible goods (groceries, gasoline, electronics, etc) will normally average a constant rise when the cost of living rises along side of it; of course, prices may lower as well in some instances. With that, an "Investing To Win" investor will understand that the money that you have saved up today in a low-interest vehicle may not provide you with the same buying power that you need it to 10, 15 years from now. As a firm, we understand what methods your money needs to placed in so that you receive the most buying power to help reach your financial objectives. 

Disclaimer: *Our firm strongly believes that all investing should be done to minimize the overall amount of risk in your asset portfolio - whether this be through reasonably priced, high-grade bonds or high-grade common stock. Any objective provided by the client will be analyzed and done accordingly in a manner that represents their best interest. However, not all positives can be guaranteed to remain positive in an "Investing To Win" approach; nor will any negative remain negative for a long period of time. Our firm can not guarantee any result, but can only provide analysis and service based upon expertise and knowledge of the financial market.   

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