Guidelines in Brief
While no method of investing is guaranteed to be successful, we believe that following these guidelines can help you to be a better investor.
- Establish realistic goals and objectives.
- Decide if you should be investing at this point in your life.
- To increase the possibility of success, you must have a set of operating rules that are consistent with your objectives.
- Set up an appropriate asset allocation that fits your "comfort zone".
- In selecting stocks, invest in stocks at price levels that represent a good value, i.e. low Price/Earnings ratio, etc.
- In selecting a bond portfolio, avoid excessively long maturity, poor credit quality and lack of liquidity.
- Remember the value of stable, consistent returns.
