How to Approach Long-Term Investing

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Information about How to Approach Long-Term Investing
Economy & Finance

Published on April 24, 2014

Author: vectorwealthmagnt

Source: slideshare.net

Description

Vector Wealth Management lends its expertise to clients looking to have a better understanding and confidence about their financial lives. Working with clients to determine their unique needs and goals, Vector Wealth Management believes that optimizing a financial plan is a process not an event.

By Vector Wealth Management

 Vector Wealth Management lends its expertise to clients looking to have a better understanding and confidence about their financial lives. Working with clients to determine their unique needs and goals, Vector Wealth Management believes that optimizing a financial plan is a process not an event.  It is a fact of life that short term goals and long term objectives coexist in a push-pull relationship that makes optimization challenging at best. Spoken more simply, how do we get today right without being at the expense of tomorrow?

 The same type of logic should follow when developing an investment plan with a long-term horizon, it is important not to let short term situations affect your long-term strategy. The significant bear market of 2008-2009 did much to change investor perception of long-term holding strategies. Often this concept is misunderstood as buy and forget- which is a flawed strategy. Most investors financial lives have short, mid and long term objectives therefore the investment they hold should have the same characteristics. Buy and forget is significantly different than constructing a portfolio that has different objectives that take into account both short and long term needs.

 The single greatest challenge today is trying to discern an investment strategy that aligns with our individual lives. There may be certain characteristics that we share such as age and income; where we can and do vary is in the decisions we make about how we live our lives. Funding grandkids education accounts or believing they should pay themselves, buying a second home or traveling more broadly, leaving a legacy or spending the last dime, going for growth or protecting principle….

 Overlay the above with the ever present human conditions of fear and greed adds to the challenge of developing the optimum plan for each of us. The importance of a partnership with a financial professional falls is in the opportunity to manage the emotional aspects or complex decisions and create continuity in execution- a central tenant of both short and long term success.

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