Meaning in life, as in what really matters, is the touchstone to keep you grounded in your heart, mind and body centers. Market swings are going to happen; but, what matters most to you is the sustainable truth and invitation for you focus when confusion, fear or uncertainty arises. We offer a second napkin drawing from Behavior Gap, which focuses us on those things we can control and that bring us closer to what really matters.
What we do know from metrics and fundamentals is this…
|1. Over the last hundred years, the general direction of equities as measured
by all the equity indices is up.
2. During any given period a certain amount of cash (or liquid securities such as
short term bonds) us prudent to maintain so that your investment portfolio is
not harmed by liquidations during the period the market drops.
|3. For the vast majority, sustaining an investment plan through both up and down
markets rewards the investor at any stage in life-just starting out, during a
career sweet spot, nearing retirement or fully retired.
|4. Peace of mind abides when we give attention to the areas of life we can control
and matter most.