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May 2008 Issue
There are certain fundamental beliefs and behaviors that often lead to successful investment experiences. While these beliefs and behaviors are easy to discuss, for some they can be difficult to apply:
Faith in the future: “I don’t know how it’s going to be all right, but somehow it will be.”
Patience: “I don’t know when it’s going to work out, but it will eventually.”
Discipline: “I know what to do every month. It may not work this month, or next month, but
if I do it enough, it will always work.”
Along with fundamental beliefs, fundamental behaviors are also required of those who expect successful investment experiences. These three behaviors include:
• Asset Allocation
• Diversification
• Annual Rebalancing
To learn more about how these beliefs and behaviors may affect your retirement plans, please contact Lloyd Duff at Cumorah Investment Services at (702)892-9661.
Lloyd Duff is a registered representative offering securities and advisory services through Financial Network Investment Corporation; member SIPC, Cumorah Credit Union. Cumorah Investment Services and Financial Network are independent of each other. Registered address: 2651 Paseo Verde Pkwy, Henderson, NV 89074.
Investments are not deposits, not NCUSIF insured, and not insured by any federal government agencey. No credit union guarantee. May lose value.
