At Fortis Wealth Management we believe clients should be equipped with the information they need to feel empowered and educated about their financial futures. Below are a few original articles from Fortis Wealth Management on investing, which are meant for informational purposes only.
“Investing in financial markets requires sound judgment and analytical decision making. Unfortunately, this process leaves investors susceptible to common cognitive biases during the decision-making process. Being aware of key biases including herd mentality, anchoring effect, and loss aversion may enable investors to make more sound, rational investment decisions…”
“The ability to invest in stocks may well be one of the most beneficial opportunities that exists for individuals in an economy that incorporates characteristics of capitalism. Investing in stocks, or equity, gives individual investors ownership of a piece of a company and, as a result, the right to the profits of that company...“
“An investment portfolio should be allocated to provide the risk/return profile that meets the investor’s needs in support of his or her financial goals, risk tolerance, and investment time horizon. This allocation strategy can be developed with an understanding of the probabilistic expected return and market covariance for each asset class in order to construct a portfolio that accounts for these characteristics to align with the investor’s needs…“
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