It’s important to remember that you don’t need an immeasurable amount of wealth to do the things you love as long as you prioritize what truly matters to you. Your long-term financial plan is one mechanism to help translate your money into happiness.
A historical analysis of US-domiciled equity funds has found no meaningful relationship between market volatility and outperformance by active managers. In other words, traditional active investments may give you more concern than comfort during market uncertainty.
Used properly, an HSA is a great way to build tax-free wealth via deductible contributions, investing for growth over time, and taking tax-free distributions and reimbursements later.
We believe evidence is more helpful than emotions when it comes to investment decisions.
It’s because of uncertainty that we have a positive premium when investing in stocks vs. relatively riskless assets.
By accepting that uncertainty is part of investing, you can avoid unnecessary anxiety.