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Determine your time horizon, be patient, and start early.
Market risk isn’t the only form of risk that should be on your radar.
When you invest and how long you stay invested can make all the difference.
"While the S&P 500 returned 9.85% for the 20-year period ending in 2015, the average investor fared worse, seeing a return of only 5.19%. Emotional decision-making was one of the factors that contributed to the difference in performance."
-From Timeless Principles of Investing
Your finances are as unique as you are, and your investments should reflect that. These eight important principles are designed to help you maintain your investment course through it all. Are you taking them to heart?
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As your advisor, we not only help you make informed decisions about your
various assets, but we make it simple to understand.