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Integrated Wealth Management

Investing Newsletter – Jul 2014

  • Investment returns were positive across the board for all major asset classes in the first half of 2014.

  • Don’t expect returns to be this consistent going forward.

  • The difficulty of successful investing is often times more emotional than intellectual.

  • Learning to expect market corrections will help you become a better investor.

  • “Far more money has been lost by investors trying to anticipate corrections than has been lost in all corrections combined.” – Peter Lynch

  • Disciplined rebalancing can keep you from selling stocks in bear markets and overweighting stocks in bull markets.

Investing Newsletter - Jul 2014