Look Beyond the Days and Focus on the Decades

The recent turbulence in the bond market has once again reminded us of a crucial investment principle: long-term focus is the key to achieving your financial goals.

As famed investor Warren Buffet once said, “Benign neglect, bordering on sloth, remains the hallmark of our investment process.” In other words, rather than getting caught up in daily market fluctuations, it’s better to keep your eyes on the bigger picture. Time in the market beats trying to time the market.

While it’s essential to adopt a long-term perspective, it doesn’t mean we should be complacent about our financial strategy. To ensure your approach aligns with your goals, it’s important to review it periodically. If recent market events have raised questions or concerns for you, I’m here to provide guidance and support. Please don’t hesitate to reach out, and we can discuss any adjustments that might be necessary.

In the spirit of staying informed, I encourage you to read the articles below. They provide valuable insights into the recent bond market volatility and strategies for maintaining a steady financial course amid uncertain times.

Investing Has Been Ugly. Stick With It Anyway.

Oct. 10, 2023

Most people have lost money in the markets over the last several months, but people who have held…

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Who feels the pain from the bond sell-off?

Oct. 05, 2023

With prices plunging and yields at decade highs, these are the parts of the financial system that…

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Don’t Let the Bond Selloff Dismantle Your 60/40 Allocation Just Yet

Oct.  05, 2023

The key theme from this week might be a reminder about the importance of bonds to your portfolio…

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The U.S. Economy’s Secret Weapon: Seniors With Money to Spend

Oct. 10, 2023

Americans 65 and older account for a record share of spending, and they are less susceptible to…

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What Should Investors Do Amid the Rout in the Stock and Bond Market?

Oct. 06, 2023

Investors’ ears may be ringing with the Martha and the Vandellas hit 1965 song lately as a steep…

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4 Estate-Planning Ideas to Blunt the Sunset of Trump Tax Cuts

Oct. 03, 2023

Unless Congress takes action, the lifetime estate and gift tax exemption will decrease…

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