Updated: Sep 7, 2021
During this wonderful time of fall weather and festive activities we reminisce of the days of walking the neighborhood, going door-to-door for sweet treats and mischievous tricks.
For investors a sweet treat would be a positive return on investment, and yet the media loves to trick us by stirring the proverbial witch's cauldron with fear and pessimism.
The story of Winnie the Pooh and the Heffalump comes to mind. In the famous story by A. A. Milne the Heffalump appears in Pooh's dreams as a honey-stealing elephant. Pooh's empty honey pots, along with growling noises and nighttime disturbances only heightens his fear and confirm the Heffalump's existence.
Recruiting Piglet, they build a trap to capture the elusive Heffalump. Try as they may, Pooh and his friends are never able to capture one. In fact, they end up catching Christopher Robin in their Heffalump trap instead, who then explains to them that the growling noise Pooh heard was his own rumbly tummy, the sounds outside were Tigger's bouncing, and the empty honey pots were only empty because of Pooh's own appetite.
Pooh believed he had all the evidence needed to confirm in his mind that Heffalumps did in fact exist. Just like Pooh, investors sometimes find themselves in a state of fear and will seek out sources that justify their fears - fear of "losing everything" when the market goes down and fear of "missing out" when the market goes up.
The financial news networks are full of rumbling and confusing jargon, bouncing and flip-flopping ideologies, and empty predictions and forecasts. If there is one thing to remember about the media's message it's this - they are only out to sell advertising and trigger ratings, not give prudent and useable investing advice.
Rise above the fear and uncertainty. Focus on your true purpose for your money and align your life around that. If you find yourself a bit "creeped out" by the ups and downs of the market, give us a call. We will take a stand for you and your American Dream as we coach you through the investing Heffalumps!
"Silly old bear." ~ Christopher Robin
The Future is Unpredictable
By Mark Matson
Your portfolio is trying to tell you something. Are you listening?
It is amazing the number of investors whose risk tolerance does not align with their portfolio allocation. "I'm aggressive" or "I'm conservative" is no longer adequate or suitable in today's investing environment.
How much risk do you feel comfortable with? How much risk do you need to reach your goals? How much risk are you currently taking? Your portfolio is desperately trying to tell you this and much more. Are you listening?
To find your Risk Number, click the link below.
Investing Reimagined is our quarterly investor coaching series that you can attend either in our office or online. The response from you has been overwhelmingly positive. Guernsey Financial commits to instill discipline for investors by providing ongoing coaching and education. To RSVP for our next Investing Reimagined class, click below.
Investing Reimagined - Friday, November 1, 2019
2nd Annual Tailgate Party - Saturday, November 9, 2019
Guernsey Christmas Party - Saturday, December 14, 2019
Be An Advocate
Do you want to empower families in discovering their True Purpose for Money?
Do you want to help equip others to defeat the Wall Street bullies?
Do you want to see families discover for themselves how investing works and to be left with the knowledge to make powerful choices for themself, their family, and their future?
If you answered yes to any of these questions, then you can be an advocate for those you love and care about.
Here's how simple it is:
1) Invite someone to join you at one of our upcoming events.
2) Forward this to someone you care about.
Most people will not pursue these things without someone like you advocating for them.