Simplicity brings clarity, reduces stress, and allows us to focus on what truly matters. Over the past few weeks, I have spent some time reflecting on how I can embrace simplicity, not just in my investment portfolio, but in all corners of life.
The new year is a perfect opportunity to take stock and gain clarity to ensure your finances accentuate your journey. Review these five steps to help you reflect, refocus, and realign your financial priorities for the year ahead.
My goal has always been to introduce this investment philosophy to everyone responsible for saving and investing for their retirement.
Making adjustments to your stock/bond allocation is a cornerstone of maintaining a well-structured investment strategy so that your need and ability to take on short-term risk can match your quest for higher long-term returns.
A growing attraction to the “October Theory” suggests that the final three months of the year offer a unique opportunity to reflect on our lives and make meaningful changes.
While it's always good to stay informed, remember that the most important part of any financial strategy is sticking to your long-term plan, regardless of who wins the election