Keys To Investing Success


The message provided by the Media and the Mass Adviser condition your brain for investment failure.

The media’s job is to sell information and they have to do it often. The reality for most though is that frequent investment related information psychologically suggests we should be thinking about and potentially acting on our portfolio when in reality our reactionary investment decisions are often counterproductive.

The Mass-Adviser needs to gain your attention. Big stories about the latest and greatest investment opportunity grab investors’ attention but don’t typically offer anything more than the fees that support the mass-advisers unnecessarily expensive business model.

The keys to investing success lie away from this noise in diversified fee-efficient, tax-smart portfolios.

If you are tired of being pitched the latest and greatest investment ideas WealthFactor offers a boring and repeatable approach to investing that emphasizes fee efficiency.

#Investing #Massadviser #WealthManagement #TaxSmart #RiskSmart

Lake Oswego, Oregon 97034

2020 BY WEALTHFACTOR - All Rights Reserved 

*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.