INVESTMENT
MANAGEMENT
INVESTMENT MANGEMENT
We believe it is important that your investments reflect who you are and where you are headed. Our independent investment management platform allows us to tailor a portfolio to your personal needs and can include individual stocks and bonds, ETFs, and mutual funds. Contact us today to open an investment account.
​
​
It is easy to be in investor, but a successful investor, that is another story. Here are...
11 Investing and Finance Mantras to Live By
​​
-
Live well within your means. More stuff ≠ more happiness.
-
The only constant in life is change. Stay flexible (mentally and with personal circumstances), and be comfortable with being a little uncomfortable.
-
Crowds can be (and often are) wrong.
-
A healthy dose of skepticism is essential in life. But remember: Pessimism only sounds more intelligent than a positive outlook, it’s often the half-glass-full viewpoint that wins the day.
-
Anything that requires an excessive amount of time and attention isn’t an investment, it’s a job. There’s nothing wrong with one versus the other, but don’t confuse the two.
-
True investing involves providing capital to a person or organization in need, then benefitting alongside them from their efforts.
-
If you’re still working, keep saving. Deposit new cash into your account -- the more frequently the better (like monthly or quarterly). If you’re retired, always keep idle cash in your account to take advantage of periods of volatility. Cash is like a good set of shocks for life’s very bumpy road.
-
Investing should never be a short-term venture. That’s what savings is for. When’s the last time you heard an entrepreneur say they started a new venture for a few months to a couple years tops?
-
Paying a fair price for an investment is important, but becomes less important the longer you expect to own it.
-
More trading ≠ more profitability.
-
All investments have risk. But each investment has a different set of risks. Rather than think in terms of “safe” versus “high-risk,” identify what the different individual risks are -- and when the right time to take said risks makes most sense.