Jonathan Satovsky on Forbes: Have The Nerve To Let Your Investments Work

Satovsky Asset Management

Have The Nerve To Let Your Investments Work, Forbes.com, Jonathan Satovsky –
July 27, 2012

As a financial advisor, I’ve come to realize that one of the largest barrier to investors succeeding is an unwillingness to decide what they are trying to achieve. Consequently, investors never set realistic goals or devise a reasonable plan to achieve them. Instead, they want it all: steady gains when the markets are declining (at least 5% a year) and superior performance when stock prices are rising (for example, to outperform the S&P 500). And, more often than not, they are disappointed no matter what the markets do.

The way to calm this “performance anxiety” is to match your true investment goals with your existing portfolio. For instance…

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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market indata. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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