Wealth of Ideas
Personal Finance Fundamentals Everyone Should Know
In This Issue
Investtruth!
What to Do Next

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Introducing "Investtruth" 

 

We've just coined the word "Investtruth".  Investtruth is the truth about investing. 
 
Wall Street and its minions use their clout to control the stream of information to the public.   Much of the information they put forward is not fundamentally sound - the hype or fad of the moment designed to attract more market share.  No one is immune; even "sophisticated" investors are under Wall Street's spell. 
 
See below for an initial list of topics. 
 
Investtruth is a campaign to educate the world on what really works and doesn't work in investing.   We can only hope and pray that the truth about investing will be heard, understood and acted upon. 
 
Investtruth is about education.   What we teach is backed by statistically and scientifically sound conclusions.  

Leading finance professors and Economic Nobel Laureates "stand guard at the Halls of Investtruth".    

What is Investtruth not common among advisors?   It doesn't fit their sales & marketing model of 1) products and 2) a supposed ability to pick individual stocks and/or to predict market movements.  This is not a negative reflection on them personally, but the environment in which they reside. 
 
A key element of Investtruth is keeping perspective when you're bombarded by hype - and natural emotions of fear and greed.  
 
Investtruth does not stipulate that there is only one way to invest - at the same time, only a very few people are where they could/should be.  The more aspects of Investtruth you can understand and implement, the better will be your investing experience. 

Investtruth - COMING TOPICS  

Time Horizon/Goals
Investing Obsession
Recency Bias
Active/Passive/Index Investing
Asset Classes
Licensing of Investment People/Firms
Avoiding the Drama Altogether
Market Predictions
Individual Investor Behavior/Emotions
Investing Products/Opaqueness
Objectively Benchmarking Performance
Mutual Funds
Fees
Market Fear/Euphoria
How Investment Marketers Prey
Numbers Review
Portfolio Design
Common Myths
What to Laugh At in Media (because you have Investtruth)
Your Ideas? 

What to Do Next
 

We'll analyze your current investment strategy with nothing expected in return.    

 

We look at:

 

  • Overall Performance (compared to benchmarks & our model portfolios)
  • Portfolio Design
  • Diversification
  • Fees & Expenses

Give us a call.    You are your own fiduciary - and getting an objective review of how your precious assets are being invested is a wise move to protect yourself & your loved ones.      

 

760-804-0910

 

Until next issue.

 

Sincerely,

John O'Reilly

O'Reilly Wealth Advisors

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