Partner & Portfolio Manager
Great 2 Minute Video:
Tuning Out the Noise
One of the most common pitfalls investors can fall prey to is making portfolio decisions based on investment chatter or noise.
Last year’s noise included tensions on the Korean Peninsula, while more recent noise and distractions may include anything from Donald Trump’s tweets, the threat of international trade re-negotiations, higher stock valuations and rising interest rates, just to name a few. How quickly and easily we forget that there is always investment noise – no matter how well or how poorly the markets are performing. Whether it is this past decade, two decades ago, or four decades ago, there has always been investment noise threatening to distract investors and knock them off their long-term investment path.
We believe that the right financial advisor plays a vital role in keeping investors focused on what matters most. For us that means staying focused on critical issues such as your personal & family goals, long-term asset allocation, cash flow planning, life planning & taxes etc.
One of our objectives as your advisory firm is to empower and show you that you can have a great long-term investment experience by tuning out the noise. I will always remember a conversation from many years ago when a client told me that we were not only in the investment business, but also the “peace of mind” business.
Here is a short 2 minute video by Dimensional Fund Advisors entitled Tuning out the noise. We think it symbolizes how we try to work with you. We hope you enjoy it.