Focus on the Plan, Not the Portfolio

Given the recent market volatility, I wanted to remind everyone to Focus on your Plan, not the daily, weekly, monthly, quarterly or even yearly movements in your portfolio.  Much of this movement is just noise and it does not change the long-term plan.  If you look at too much short-term news or movements, it will create fear and fear typically causes behavioral mistakes.  Be sure to look at video slides 15 to 17 to see how we model Lifestyle driven planning for clients.  Markets are always uncertain and risk can happen fast!  I encourage you to have a plan!  If you find this of value, please share with your friends and family.

• Markets have been more volatile in 2018.  This is normal and to be expected.  2017’s low volatility was abnormal.
• How do we survive the short-term to win in the long-term?  We win with long-term compounding of returns.  Over the short-term, markets are highly emotional.  Over the long-term, they are driven by fundamentals, revenue, growth, profits.  Global diversification works.  Philosophy, Strategy, Process and Discipline.
• Click here to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy – https://calendly.com/todd-iia 

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