facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Integrated Financial Planning
and Investment Management

Our Ten Principles

Based on our investment experience we developed FAI’s Ten Investment Principles to guide us in investing your savings:

  1. Know What You Own and Own What You Know
  2. The Only Sure Thing in Investing Is Diversification
  3. No Disciplined Investment Strategy Works 100% Of the Time
  4. Market Valuations Alone Should Not Drive Investment Decisions
  5. Investors Should Understand the Difference Between Long-Term Investing and Short-Term Trading
  6. Market Timing Is Impossible
  7. Investing Should Not Be Emotional
  8. A Great Company Does Not Always Make A Great Investment
  9. Be Wary of Media Investment Commentary
  10. A Diversified Portfolio Will Always Contain Winners AND Losers

FAI Monthly Insights