“The most important quality for an investor is temperament, not intellect.”

– Warren Buffet

In truly serious undertakings where performance matters, controlling emotions and executing under pressure while sticking to a disciplined process are the biggest factors in the success or failure. This is especially true in investing.

Do Americans apply this to our lives? Research shows we don’t. From 1997 to 2017, the S&P 500 beat average equity investors by 4.7%! That gap amounts to hundreds of thousands of dollars and years of retirement.

How did this happen? Do we get bad advice? Did we get in the market at the wrong time?

To combat that gap, the first step is get the knowledge that has the biggest impact on performance. Rather than researching specific stocks and bonds, start with fundamental financial strategies such as investment risk, investor behavior and tax strategies.

And we have a great place to start. Hint, hint…. keep reading….

Click on the link below!

Mission Point October E-Newsletter

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Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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