Pursuing a Better Investment Experience | Financial Planning Chapel Hill l Old Peak Financial Advisors

Pursuing a Better Investment Experience

July 14, 2016

2016_better investing experience

Pursuing a Better Investment Experience

July 14, 2016

Our preferred fund manager, Dimensional Fund Advisors, has a short and valuable set of slides on how you can maximize success in investing. There are no guarantees, but these slides describe the best approach we have seen. The summary:

  1. Accept the market's pricing. It represents the collective view of trillions of dollars.
  2. Don't try to out-guess the market.
  3. Don't "chase" recent trends. There is no evidence they will hold in the future.
  4. Take advantage of the market. It has produced attractive returns over the past 100 years.
  5. Use academic research to understand how to invest.
  6. Diversify broadly.
  7. Don't try to time the market.
  8. Manage your emotions.
  9. Ignore the media.
  10. Focus on what you can control. That includes risk, fees and tax.

You can find the slides at Dimensional's website, here.

This article is not intended to provide tax, legal, accounting, financial, or professional advice. Readers should seek advice from qualified professionals who can review their specific circumstances. Old Peak Finance endeavors to provide information that is accurate and current. However, we cannot guarantee that this information has not been outdated or otherwise rendered incorrect by new research, legislation, or other changes. Old Peak Finance has no liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website.

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