7 Investment Secrets You Need To Know

Quoted In:

Published June 30, 2018

"Ignore Rules of Thumb," Joshua Escalante Troesh, President, Purposeful Strategic Partners, shared.

"One of the most dangerous things for a retail investor is the proliferation of rules of thumb. They harm you by attempting to apply a one-size-fits-all portfolio which doesn't consider the unique situation of each person. Proper portfolio constructions consider the individual's retirement income needs, amount of Social Security benefit, the presence of a pension or other income, whether they have housing payments, the size of their portfolio. and many other highly personal factors."

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Joshua Escalante Troesh is the President of Purposeful Strategic Partners and a tenured professor of Business at El Camino College. To explore working with him on your personal financial planning and investment advising needs, simply schedule a free Discover Meeting.

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