Best Practices

1

The rules say to “Buy Low and Sell High” – but most people don’t.

When it comes to their money, people think with their emotions rather than looking at the facts. A good rule of thumb is to invest with the facts in mind. Invest when the market is low and sell when the market is high.

At Campbell Wealth Management, we have an investment management plan to help our clients make smart investing decisions. Our plan follows rules with our clients’ well being in mind. We buy with these rules in mind and sell with them in mind.

2

Market corrections happen every 7-10 years, decreasing by 20% or more. How do you profit from the market while protecting your investments during the downturns?

Asset allocation has worked for many years, but traditional asset allocation is outdated. Global asset strategies, which use more asset classes, have been proven to reduce risk and even raise return.
Adding risk reduction strategies has also proven effective in helping mitigate risk in the downturn. Asset allocation does not ensure a profit, nor does it or protect against loss.

As a student of the market for over the last 20 years, Campbell Wealth has been able to secure sound investment strategies for investors of all risk tolerances.

3

Know your market risk tolerance and how much risk your portfolio contains.

Standard deviation is the benchmark for measuring portfolio risk. Both investors and brokers lack knowledge about this important measure.

At Campbell Wealth, we know that understanding and controlling your portfolio’s risk is the best way to potentially improve your results.