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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Principle 3

Invest for the Long Term

All good things arrive unto them that wait — and don’t die in the meantime.


— Mark Twain, Author

Over the last nine decades, the U.S. experienced 9 bear markets and 15 recessions or depressions, the Second World and Vietnam Wars and any number of crises big and small.

Yet markets have shown a remarkable ability to reward patient, long-term investors for staying invested. This is important, since most of us are investing for the long term.

For a 65 year-old couple, there is a good chance that one of them will live to be at least 95 years old.

We must keep this long time horizon in perspective when judging the success of our portfolio and the financial plan it supports. It is like cooking a turkey for Thanksgiving. Because a 20-pound turkey requires 4 to 5 hours to cook, we do not measure success by opening the oven every 2 to 3 minutes to see how things are going. Instead, we give the oven time to work, checking only periodically to make sure everything is on track (and make any necessary adjustments).

When it comes to your portfolio, don’t judge success on a quarterly or even annual basis. Instead, focus on how you are progressing towards your goals, including any life changes that may impact those goals. This helps you to stay focused on and not let short-term market fluctuations compromise your future. Trust the process and your plan, and don’t open the oven all the time. That way, there is only one turkey involved.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more