The U.S. is still the best place to invest in the long run – for both stocks and bonds.
Emotions, Trading, and High Expenses are what devastate most investors.
There is no way to beat the system… only ways to operate more efficiently within the system.
Both Passive investing and Active investing are fine as long as you keep your expenses in check.
ETF’s (exchange traded funds) are 100%, absolutely fine. Just don’t use them as excessive trading vehicles.
The Long Term wins, Emotion loses, and your returns will come from Businesses in America growing over time.
Real Investment Return simply equals Dividends plus Earnings Growth
All things revert to the mean.
Investing isn’t easy, and “everyone, even John, gets scared” – you need a partner in the fight, and a voice of reason.
Our team of fee‐only planners here at Capital aims to be that partner for you and your family. The market environment will inevitably become choppy again, as it always does, so know that we are here to help navigate those waters with you. As always, call us with any questions, concerns, or if there are any life events on your horizon that may change your overall investment goals or objectives.
In addition to these lessons, here are a few of my favorite quotes from John:
“The greatest enemy of a good plan is the dream of a perfect plan”, “Don’t be greedy”, “Press on, regardless” (also the name of John’s uncle’s lobster boat), and “Don’t do something…just stand there!”
