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Video: What is "Good" Investing?

financial planning retirement income toolkit
What is Good Investing

We often see the financial sector prioritize investing over planning. And while investing remains integral to strategic financial planning, we've recognized that retirement income planning has a much broader scope.

So what is "good" investing? And how does it fit within retirement income planning? Great questions. In this video, managing partner Sherwood Greer, CFP®, RICP®, elaborates on our definition of "good" investing and optimal strategies to possibly implement within your own portfolio. Click below to watch.


"What is Good Investing" Video Transcript

00:00:00 Intro

00:00:24 Two Dangerous Emotions

00:00:50 Two Important Keys to Focus on as an Investor

00:01:18 Importance of Understanding the Market Cycle

00:01:45 Focusing on Your Goal and Objective

00:02:17 Down in Value versus Permanent Loss

00:03:41 Math of Loss

00:04:49 Importance and Impact of Diversification

00:06:32 Conclusion

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