Global Stocks on Sale Now!

Did you read our post a few days ago, "What to Do When the Market Takes a Dive?"  If not, click HERE to take a look.   And then come back.  :-)  because we have some something else related for you to think about.

With equity markets seeing significant downside volatility in recent weeks, and the economic uncertainty across the globe, many investors have given up on international diversification.

In order to win long-term, investors need to build a globally diversified portfolio that includes small-cap and distressed stocks which are great diversifiers across the board.

Uncertainty is bad for the economy but academic studies show that it increases long-term expected returns for equities. If investors wait until they feel the uncertainty is gone from the economy and the stock market, they will have missed significant growth opportunities.

For more on this, see our friend Mark Matson's recent interview. Click HERE to be redirected. 

Call us if you would like to discuss this further with Margaret or Jeremy.  920-893-5262

Financial Confidence at Any Age

Our friend, Michelle Matson, Vice President of Matson Money (who joined us earlier this year for our Dressed to Invest event--see picture), shared a great blog post recently. 

Ladies, click HERE to check it out.

If you would like to know more, call us at 920-893-5262.

And if you would like to see pictures of our "Dressed to Invest" event, click the events tab at the top of the blog.

Seven Deadly Investor Mistakes

Yesterday we promised a follow-up post about Margaret Wittkopp's SEVEN DEADLY INVESTOR MISTAKES presentation at Veritas' Charitable Golf Open.  Unfortunately, we can't share the whole thing, but here are some highlights.


Mistake 1:  Missing the Basics
     Own equities (small and value)
     Diversify
     Rebalance (so you buy relatively low and sell relatively high)

Mistake 2.  Poor Design
Do you know there is a "science" of investing based on Nobel-prize winning research?  One that does NOT involve, market timing, track-record investing or trying to pick the next hot stock?  Most people don't.

Mistake 3.  Investing on Instinct
What "feels" right is often wrong!

Mistake 4. Focusing on the Wrong Things
It can be hard, when the market is see sawing, to take the long view, but if you don't your finances will suffer. 

Mistake 5.
No TRUE Diversification
Most American investors have a lot of "stuff" (most often in actively-managed mutual funds) but no real diversification.

Mistake 6.  No Discipline
Most of us tend to overextend, overcompensate and overreact.

Mistake 7.  No Coach
You may have a planner, an advisor, a broker, a wealth manager...but that is not the same as a Financial Coach.  Margaret Wittkopp and Jeremy Burri are financial coaches. 

What does a coach do?  A coach:
Motivates
Educates
Helps you Strategize
Adjusts for "false feel"
Specializes in one thing
Analyzes

Would you like to know more about the science of investing and what the academic research reveals? Would you like to find out if you are genuinely diversified or just have lots of "stuff?"  Do you need help to become a more disciplined, peaceful investor?  We can help.

If you are in the Plymouth area, pleas join us for one of our upcoming classes.  Just click on the Learning Opportune tab at the top of this to find topics and dates.  Or you can call Margaret or Jeremy for a no-cost initial consultation, 920-893-5262.

For more about Margaret's journey from "advisor" at a large brokerage firm to "coach" at her own firm--and why it matters--click HERE. 

Veritas Charitable Golf Outing--2011



Here is the Veritas staff with Debbie O' Connell last year.
Jeremy and Dorcas are on the left, Debbie is in the middle, and
Margaret and Cathy are on the right.

It was a cool, crisp, sunny day last week as Veritas staff and golf pros, Debbie O' Connell and Lynn Stellmann (of Ladies Links Fore Golf) welcomed guests to the third Veritas Charitable Golf Open.  Once again, we were hosted by Tom and Rachel of Quit Qui Oc Golf Course, Elkhart Lake, WI.  

The day began with light refreshments, and then guests accompanied our gold pros ooutside for a couple of coaching clinics and some time at the putting green. 

Later, Debbie shared some common golf mistakes and Margaret presented "Seven Deadly Investor Mistakes" as guest enjoyed lunch.  

Lots of laughter echoed around the course as our clients and their friends tried out the tips they had learned during a nine-hole golf "scramble." The day concluded with a complimentary photograph of each foursome, drinks, snacks and conversations with our golf pros, and Margaret, Jeremy, Paulette and Dorcas, Veritas Financial Services "pros."

Veritas sent a total of $2,000 in donations, in the names of our winning guests, to the following:

The American Cancer Society

Sheboygan County Humane Society

Family Services of Sheboygan

Holy Rosary Roman Catholic Church, New Holstein

Jubilee Assembly of God Church, New Holstein

Sheboygtan County Salvation Army

If you would like to be included in future special events, just contact us at 920-893-5262 or email Cathy at cathy.knuth@veritasinvesting.com to be kept informed. 

The photo up top is from last year's event, but we will post pictures from this year soon.  Just check the "events" tab at the top of this blog page.   

Would you like to know the SEVEN DEADLY INVESTOR MISTAKES?  Check back tomorrow!