What would you say is the "best" investment approach? Is it the one that has the highest returns? Or is it the one that has the least amount of risk? What if I told you that neither was true?
The best investment approach, in my opinion, is one that gives you the confidence to know you can achieve your long-term financial goals without the stress and anxiety that comes from watching daily market movements or reading financial headlines. There's so much more you can do with your life when you are not micromanaging your finances or going to great lengths to pick the best stocks or time the market (which never really works, regardless of the time you devote to these activities).
Regulatory restrictions prevent Registered Investment Advisory firms like Servo from using client stories or testimonials. But I would like to share with you an article from Dimensional Fund Advisors (DFA) about an investor who has experienced a transformation in the last decade, away from a speculative "beat-the-market" approach to one focused on diversification, a long-term perspective, and patience in the face of adversity. If you've ever seen The Big Bang Theory, you'll find Dave's story even more interesting...
Click here to be redirected to the Dimensional website where you can read it in its entirety.
If you are an investor at a crossroads in your financial journey and would like to learn more about an investment approach that may have a similar impact on your life, don't hesitate to contact me directly.