This is the Only Way You'll Outfox the Stock Market in 2019


There’s no prescribed way to invest. People often get hung up on how they should invest according to the market instead of what’s right for them. Forget what the market’s doing right now, pick an investing strategy and stick with it.




the market is giving us the bends


Then… 2018 flat lined.

December 2018 was the worst month the market’s seen since the Great Depression. WHAT?!?!

But, January 2019 was the best start to the year in 44 years.

<wide eyed> WHOA.

Let’s just say it’s been a lot of confusion for everyone trying to predict “what’s next?”

If you’re scratching your head and wondering how you’re supposed to invest for the year based on twists and turns and ups and downs the market’s taken, you must look inward to find the answer.


important investing truth: “you gotta do you”

The way you invest for the rest of 2019 (and beyond) has nothing to do with the events that transpired in December. Same goes for January. It’s all about figuring your specific risk tolerance and sticking with it. Here are the commandments to follow:

  1. know thyself

    Let’s take a quiz of either-or’s:

    • When seated at the blackjack table, do you hit on 20 or hold on 16?

    • Are you a need for speed double black diamond downhill skier or does the bunny slope speak to you?

    • Thrill-seeking bungee jumper or the designated bungee jumper’s photographer whose feet are firmly planted on the ground?

    You’re either a risk taker or a play it safe kind of person. Don’t follow the lead of your super aggressive friend because she’s found a bit of good fortune in the market. And definitely don’t listen to the predictive talking heads on cable news. Knowing who you are in your gut and where you’re at in life is the best hack for your investment strategy.

  2. know thy plan

    Once you’ve identified the level of risk that lets you sleep soundly at night, gauge it against where you are in your career and life.

    Is retirement in distant or not-too-distant future?

  3. stick to thy plan

    Don’t treat this like the New Year’s resolution you’re ignoring. You and your strategy in it together for the long haul. At the first whispers of a market boom or bust, DO NOTHING. Depending on where you are in life, the best course of action is going to be stick it out and weather the storm. You’ll thank me in the long run.

even if you’ve heard it all before, does your financial plan still look the same?


new year, new you, new plan

You don’t have to hang on the words of Wall Street’s hottest markets analyst to give you information about the future.

Mute that jazz and come talk to us.

Our team of planners wants you to have absolute confidence in your plan and your future. Moreover, we want your financial plan to reflect WHO YOU ARE AS A PERSON and not some prescribed or boilerplate plan.


“Take calculated risks. That is quite different from being rash.”


George S. Patton


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