Dear Clients and Friends:
Successful investing is a journey, not a one-time event, so you will need to stay active in the process and prepare yourself for the long ride. There are several ways you can improve your investment experience. This week’s newsletter features a brochure from Dimensional Fund Advisors that contains ten key principles to help you increase your odds of investment success.
To read the brochure, please click here.
Below are the 10 key principles covered in this brochure:
- Embrace Market Pricing
- Don’t Try to Outguess the Market
- Resist Chasing Past Performance
- Let Markets Work for You
- Consider the Drivers of Returns
- Practice Smart Diversification
- Avoid Market Timing
- Manage Your Emotions
- Look Beyond the Headlines
- Focus on What You Can Control
If you would like to discuss any of the principles in more detail, please call Steve at (818) 449-3122 or send him an e-mail at firstname.lastname@example.org.
We hope you find this information both useful and informative. Please let us know if there is anything we can do to help with your financial planning or investment needs.
Berkson Asset Management, Inc.
Registered Investment Advisor