Every investment decision has consequences; only the future will determine if it is a good decision. Due to the uncertainty of the markets and while many try to forecast the future, they have yet to achieve success consistently or reliably.Â
Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.
Just slightly over one year ago, inflation was not a concern; since then, it has spiked enormously and reached levels not seen since the late 1970s and early 1980s. Right now (late April 2022), inflation is over 8%, as measured by the consumer price index, and the latest producer price index[1] increased at an annual rate that exceeds 10%. Building a balanced portfolio means combining different asset classes that can respond positively to other economic conditions. Having Natural Resources and Real Estate is essential since they can provide some protection against inflation.
Many investors still think they can successfully time the market, selling before a decline and buying on the recovery. Some are lucky enough to do it successfully a couple of times, believing it was skill, not luck. Here we explain why it is do difficult to do successfully
Our process at Atlas is different from most firms in the video accompanying this blog we were asked some specific questions about our process.