Education > Speculation
What do you believe to be true when it comes to investing? What is your desired outcome?
We’ve learned that successful investing involves doing a few simple (but not always easy) things exceptionally well, in a highly disciplined way, and not letting emotions influence our decisions.
A vital part of a successful investing experience is having an investment philosophy you believe in and one you remain committed to in good times and bad.
“We live in a world with an abundance of knowledge, but a scarcity of action.”
Transforming lives through financial science
One of the most important choices you can make: INVEST LIKE A SCIENTIST
Our investment philosophy is grounded in economic theory and backed by decades of statistical research.
You don’t hire us for our opinion; you hire us for the evidence.
The academic data behind systematic rules-based investing (investing 3.0) is so compelling that it allows us and our clients to remain disciplined.
We don’t chase short-term performance and don’t believe in timing the markets.
By understanding your goals, objectives, and how you view risk, we tailor an investment strategy within these guidelines while keeping responsive to evolving markets and changing needs.
Resource: Transforming lives through financial science: Download
Changing the way investors think about investing
It’s easy to feel anxious about investing. Commentators continually claim they can foresee market moves and appear on screen after screen making prediction after prediction. They cite trade wars, inflation, yield curves, job figures, and other signals as evidence that stocks will soon go up or down.
Be wary of predictions on how markets will behave. It’s a losing game. The results of money managers who try to time markets or pick winners have been studied extensively. There is no compelling evidence they do better than you would expect by chance.
The good news is you can have a rewarding investment experience without trying to outguess the market. However, you may need to change the way you think about investing.
What is Evidence-Based Investing?
Evidence-based investing is a rules-based approach to portfolio construction that creates wealth by capturing the returns of the whole market, consistently driving down costs, and removing the emotional decision-making of a ‘beat-the-market mindset.’
We believe Evidence-based investing is a better way to invest.
Evidence-based investing vs. Traditional active investing: What is the difference? We put together the infographic below to show you.
10 Key Principles to Improve your Odds of a Successful Investing Experience
Key principles to improve your odds of success
You've likely asked yourself questions on your investing journey.
Asking questions can sometimes be intimidating, but know that you’re not alone.
To help, we’ve included key investing principles essential for every investor wanting to improve their odds of success.
We invite you to watch the documentary “Investing: The Evidence” to learn more about an evidence-based approach to investing. We’ve included a YouTube link to the video here. While watching, please note what you like and are unsure of. We’re interested to learn your thoughts.
After watching, let's have a follow-up conversation.
Disclaimer: This page is intended to give you insight into our investing beliefs before we meet and is not intended as investment advice. We look forward to meeting you in person or virtually to discuss your objectives. Please speak with a qualified investment professional before making any investment decisions.
Patience is a virtue
What is the secret to a successful long-term retirement plan?
"The big money is not in the buying or selling, but in the waiting." - Charlie Munger
Patience.
To avoid running out of money in the long run, you must accept that your investments will fluctuate up and down in the short term.
Like most things that are worthwhile in life, there’s a price, and the price you have to pay for equity market returns is putting up with volatility and uncertainty.
