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Stock Market Strategy

8/11/2015

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We at Balanced Wealth Management endorse an investing strategy called Modern Portfolio Theory. It is an investing technique that does not involve trying to time or forecast the stock market or speculate and gamble with your retirement future.

Modern Portfolio Theory does involve a lot of math, statistics, economics and financial know how, but the fundamental concepts are very clear and easy.

The basic Principles are fairly simple:
  • Own Equities (Stocks)
  • Diversify
  • Rebalance periodically
  • And…Don’t get hung up on the details.

But…the biggest risk is not the stock market; it’s really the individual investor that can trash the whole system. There is a company called Dalbar Research that has studied this phenomenon over a period of decades and compared the stock market rate of return with what the typical investor earns on their investments. For example US institutional mutual funds have earned in excess of 9% while the typical investor has only earned a little over 3%.

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    Chuck Rowan

    With over 20 years of experience in the financial industry, Chuck is a top financial advisor helping you identify your investment philosophy and “true purpose” for money. He is committed to giving you truthful, straightforward, and suitable investment advice. 

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