WHAT MOST INVESTORS OVERLOOK … AND WHAT MOST ADVISORS DON'T EXPLAIN!

Charles Massimo, president and founder of CJM Fiscal Management (Garden City, NJ), sees five common mistakes made by all investors at all levels of wealth and investment experience:

  1. Not knowing the difference between effective and ineffective diversification and what that   means to investors’ returns.

  2. Not understanding the standard deviation, or level of risk they are taking in their portfolio.

  3. Underestimating the power of Modern Portfolio and Asset Class investing in preserving an investors’ wealth.

  4. Not rebalancing a portfolio on an annual basis.

  5. Not understanding the difference between passive and active investing.

(Source CPA Wealth Provider ©, January, 2007)

Our “Separating Myths from Truth, The Story of Investing” seminars explain each of the above five common investment mistakes and provide a scientific approach to investment management designed to achieve market rates of return, reduce risk and volatility, and provide investors’ with greater peace of mind.  Contact our office to attend our next seminar.