IFA Reminders - Show 61-3

Tuesday, December 4, 2012 5,942 views

What is an investor supposed to do in times of real or perceived market crisis? Mark and Tom give investors a list of reminders to help maintain discipline in an investment plan or "staying tied to the mast." Using the news to make forecasts about the future is a recipe for disaster. Mark gives clients a recipe for success by staying focused on the things you can control: diversification, matching risk capacity with risk exposure, keeping costs low, allocating your risk budget wisely, following a glide path strategy, tax loss harvesting, and rebalancing when the opportunity presents itself. See Mark's rant on Managers of the Year.

show 61: the market's response to crisis step 4wisdom of the crowdsdiversificationstep 10step 11step 12rebalanceglide pathtax loss harvesting