By LouAnn Schulfer, AWMA®, AIF®
Accredited Wealth Management AdvisorSM
Accredited Investment Fiduciary®
Investing can be complicated and some elements that can determine success are often overlooked. Here are 5 contributors to long-term success that you should know.
There are several components that determine the long-term success of your portfolio. I’ve had conversations with people who only focus on rate of return, overlooking the other four. It’s good to be reminded that the chances of your success for long-term investing can be improved by more than just rate of return.
LouAnn Schulfer is co-owner of Schulfer & Associates, LLC Wealth Management and can be reached at (715) 343-9600 or firstname.lastname@example.org. www.SchulferAndAssociates.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC. Content in this Material is for general information only and not intended to provide specific advice or recommendations to any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels such as securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.