3 Rules of Thumb for Investing

When it comes to taking control of your financial future, having a handle on a few basic he offers his rules of thumb when it comes to investing. 1. Why didn’t many people’s portfolios come close to seeing returns that reflect the 13.7% increase on the S&P 500? 2. You have 3 rules of thumb that you share with your clients. And Rule #1 is stay diversified and do not chase returns. Why is that so important? 3. Rule #2 is stay within your risk tolerance. Explain what a risk tolerance is, and why it’s essential to know your limits. 4. And Rule #3 is to stick to your discipline — and rebalance. Explain what that means, and again, why it’s essential.

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