Anthony (Tony) Winkels holds an MBA from The Wharton School of the University of Pennsylvania, and is Managing Partner at Fortis Wealth Management

Timeless Investing Principles

Timeless Investing Principles

Image by TheDigitalWay from Pixabay

Tumultuous capital markets serve as an important reminder to incorporate basic, timeless investing principles when constructing, building, and maintaining a portfolio. 

Investors are reminded that: bonds are not without default risk; “growth” companies don’t always grow; and a strong balance sheet with manageable debt can be of paramount importance, especially when navigating economic disruptions and exogenous events.  

If an investor’s portfolio is correctly aligned with his or her financial objectives, risk tolerance, and time horizon, then market movements like those we’ve seen recently shouldn’t derail the investment strategy.

 

Read more on this subject here: https://www.kiplinger.com/slideshow/retirement/T047-S014-10-timeless-investing-principles/index.html

Gauging the Economy in Earnings Season

Gauging the Economy in Earnings Season

Gaining Historical Insight from Past Recessions

Gaining Historical Insight from Past Recessions