Lots of smart, successful Americans inadvertently invest the Hard Way. The Hard Way is succumbing to the emotional roller coaster of news and neighbors. It’s listening to MSNBC, CNN and Fox News and having your confidence questioned by the catastrophe du jour. It is hearing neighbors and colleagues brag about silver bullet strategies or how best to time the market, and wondering if you should be following in their footsteps.
In the Hard Way, investors find this incoming information to be so arresting or compelling that they can’t help pondering how to reconcile it against their particular situation. They know they shouldn’t make knee-jerk investment changes but they can’t quite dismiss the apparent gravity of it all. On any given day, fear and paralysis can be overwhelming.
The SMART Way
Our proprietary SMART system puts you on a strategic investment path that specifically aligns with the long-term goals and objectives we developed during your Financial Planning phase of our relationship. As the market shifts, the system reconciles your portfolio to your objectives. We essentially make systematic, rational investing decisions through a filter of your judgment – the kind of decisions you would make for yourself if your emotions weren’t being rolled up and down like a yo-yo in play.