Veteran`s Day Celebration at Deephaven Elementary

Deephaven
November 2015
LIFE
PUBLISHED EXCLUSIVELY FOR DEEPHAVEN RESIDENTS
Veteran’s Day Celebration at Deephaven Elementary
44
Deephaven Life
November
Financial
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Call or visit our website for more information.
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Deephaven Mom, Volunteer and Neighbor.
Deephaven’s Trusted Real Estate Agent.
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www.DarleneArndt.com
NeighborhoodNews
45
Part 1: What Has Worked in Investing?
Part 2: Do You Have a Strategy for The Economic Cycle?
Part 3: Behavioral Finance – “Remain Sane When Others
Like to Go Crazy.”
Part 4: Success is Individual
A) Planning: Are You Having an Engaging Conversation?
Part 5: Success is Individual
B) Are Your Investments Actually Serving Your Plan?
Part 6: Where Do You Go From Here?
Part 3: Behavioral Finance – “Remain Sane When Others
Like to Go Crazy.”
and a commitment to rational investing provides for a sustainable investment advantage.
When Berkshire Hathaway’s Warren Buffet and Charlie Munger were asked what the greatest competitive advantage has been
to their investment success, Munger responded, “We have tried
to remain sane when others like to go crazy.” In other words,
Behavioral Finance is one of the most important elements for
successful investing.
Wendy K. Bennis, AWMA®, CRPC® - Principal of Tealwood Asset
Management in Minneapolis, a Registered Investment Advisor.
Tealwood provides private investment counsel for individuals with
investable assets over $1M, as well as for businesses and nonprofits.
Wendy lives in Deephaven with her husband, Howard. You can
reach her at 612.767.6223 or [email protected].
Being a Rational Investor
Having a strategy that keeps you focused on long–term results
and out of short-term, tactical and emotionally driven reactions
is vital to your investment health. Prevent reactionary decision
making by focusing on the bottom-up fundamentals outlined in
September’s Part 1 of this series, as well as the top-down “strategy for the economic cycle” covered in October’s Part 2.
Think about these three elements: Capital Allocation –- Dedicated investing focused on value and quality; The Strategic
Imperative – Using economic cycle literacy as a strategic tool;
and Behavioral Finance – Rational decision making amidst
market volatility.
Monday - Friday: 7:30am - 5:30pm
Saturday: By appointment only • Sunday: Closed
Giving Back to Our Community
Elements Of Investing Success
a six-part series
Investors Underperform Due to Emotionally Driven Behavior
Dalbar is an independent research firm that annually publishes
its Qualitative Analysis of Investor Behavior. In 2014, the report
found that while the S&P 500 returned 13.7 percent, the average equity mutual fund investor returned only 5.5 percent. Even
over longer timeframes, the prior 20 years, the S&P returned
approximately double that of the average investor.
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November Deephaven Life
Summary
Many investors ride an emotional roller coaster through the
market’s advances and declines. Confidence flows from strategy,
WENDY K. BENNIS INVITES YOU TO...
Lunch at Tealwood:
Investing Strategies
Presented by
CHARLIE MAHAR
CEO and
Chief Investment Officer
In a casual format, learn more about the
Elements of Investing Success and hear
timely insights about the current market.
DATE: 11.18.15
TEALWOOD
Canadian Pacific Plaza
120 S Sixth Street
Suite 1900, Minneapolis
COMPLIMENTARY VALET
TIME: 12-1:00PM
SPACE IS LIMITED
CONTACT WENDY TO
RESERVE YOUR SEATS.
612.767.6223
[email protected]