What kind of investor do you want to be?

May 21, 2018


There has been plenty of noise to start 2018 but the markets have not moved very far from where they started the year. As volatility begins to rear its head again, now is a good time to do a quick self-assessment of what kind of investor you want to be.







“By failing to prepare, you are preparing to fail”
-Benjamin Franklin


Unfortunately, we do not know what lies around the corner for the markets. Returns late in the cycle are notoriously hard to predict. What we can do is lean on the experience of those who have come before us to decide how to best proceed. Preparation is critical and instead of focusing our attention on things we can’t control (global market movements), we should focus on things we can control (how we prepare for global market movements). By adopting the appropriate mindset ahead of time and investing accordingly, we give ourselves the best opportunity to navigate whatever environment may lie in front of us.


One of the greatest mistakes we can make in investing is to lose our conviction and allow fear to drive our decision-making process. Schwab put together an infographic below that helps highlights what this can do to a portfolio over time. Our goal is to be like the Stalwart, to keep a disciplined approach to investing through whatever the markets may bring.


Our approach to Stalwart investing is to take the time to really understand what your goals are and then craft an investment strategy to give the best probability of success to handle whatever storm may come next. Over time, this has proven to be one of the most consistent and successful ways to not only grow but also protect your wealth over the long-term. As we head towards uncertain times, never hesitate to reach out if you want to make sure you are in a place to be a Stalwart investor going forward.




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