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“From a financial planning perspective, the goal isn’t to try to avoid bear markets; it is to choose an allocation between stocks and bonds in such a way that you never have to sell your stocks in a bear market to pay your monthly bills.”

With various world events unfolding, stockholders often wonder how and where to invest in light of these unknowns. However, when investors build portfolios diversified in index and passively managed funds, the “how” and “where” questions often become unsubstantiated. In my latest column, I discuss the advantages of diversification and its performance in light of economic events. I encourage all investors to participate in life’s events, not only with careers, but also with financial practices.

 

 

Bill Schultheis
As the author of The Coffeehouse Investor, Bill Schultheis is also a Financial Advisor and Co-founder of Soundmark Wealth Management.

The Three Principles

1. Save for a rainy day.

Develop a long term financial plan.

2. Don’t put all your eggs in one basket.

Diversify in different asset classes.

3. There is no such thing as a free lunch.

Capture the entire return of each basket, or asset class, through low cost index funds.

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THE COFFEEHOUSE INVESTOR BOOK

How to Build Wealth, Ignore Wall Street & Get On With Your Life
by Bill Schultheis

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Who is The Coffeehouse Investor?

This non-commercial web site is for investors across the nation and around the world who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives.

The Coffeehouse Investor does not provide financial advice - our purpose is to provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.