• Research and data-driven behavioral insights to guide client conversations

  • Practical application of behavioral finance to portfolio construction, management and analysis

  • Ideas, guides and materials designed to differentiate and grow your practice

  • Current market conditions from the Behavioral, Economic, Valuation, and Technical perspectives

What to do with an Investment Windfall

Investors spend a lot of time and energy talking about the next big market crash or how to avoid large losses. The opposite side of that coin is what to do when faced with large, unexpected investment gains. It’s natural to want to spend at least some of this “free money,” but before you rush out and buy something, take a few minutes to think about the advantages of not doing that.

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Regular Contributions Drive Wealth

Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth. The table below highlights the value of making regular contributions compared to periodic contributions over 10-, 20- and 30-year periods. Even though the same principal amount is invested, the result is dramatically different with nearly twice the wealth creation.

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Don’t Fall for the Trading Game

Last year’s market roller coaster ended with a rapid and dramatic surge upward followed by amplified short-term volatility. Understandably, these conditions have left investors wondering what to do now and many are tempted to take profits, pull out of the market, or wait on the sidelines.

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Investing Through the Headlines

After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time period can help to regain a sense of balance and perspective. The ability to look past today’s headlines is key to long-term investing. Over the ten-year period of 2010 – 2019, the market generated an impressive annualized return of 13.6%, but you would not have known it from the headlines.

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Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com