The Truth About Performance

IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some of the most volatile we have seen in recent years and is causing very real emotions in investors. It is at times like these that IDA exists to serve as a coach and a resource to determine what you should do and what you shouldn’t when it comes to your investments.

In this show you will learn about:

  • Why investment performance important is.
  • What the right way to define performance is. What are not the right ways to define performance.
  • How to think about it properly as it pertains to your short term and long term goals.
  • How to properly compare your performance to “the market”.
  • What to do if your performance is not meeting your expectations.

 

    Transcript Available Here

    The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.

    info@idawealth.com
    (888) 401-2083

    Carlsbad, CA (760) 707-5555
    Murrieta, CA (951) 290-5020
    Scottsdale, AZ (480) 998-2995
    Big Pine Key, FL (888) 401-2083
    Fort Worth, TX (888) 401-2083
    La Jolla, CA (888) 401-2083