I’ve written before that investing is not Rocket Science, it’s a process and a discipline. Im amazed how confusing the financial industry has made investing for the retail investor, with terms no one can understand and charts you need to have studied at Harvard to understand. So I thought I would share my four simple steps of the investment process.
So I hope that the above thirty-thousand-foot view of the investment process (as I see it) can help you breakdown a lot of the noise and rhetoric as it relates to investing your hard earned money.
As always should you have any questions, please don’t hesitate to give us a call
Investing involves risk, investors may incur a profit or loss regardless of the strategy employed. Asset allocation and diversification do not ensure a profit or guarantee against loss. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.