03 Jul 2019
Investing
July 3, 2019 glacierinvest

“I love it when a plan comes together.” – Colonel John Hannibal Smith from the A-Team

Over the past few months, we’ve discussed various topics as they relate to investing. While useful and informative in isolation, these items are most powerful when combined together in an investment plan. An investment plan should reflect your objectives, your personal risk tolerance, your investment philosophy, your time horizon, tax considerations, unique constraints, asset allocation and re-balancing frequency among a list of other potential items.

All of this information together provides you with the information you, or your advisor, need to know to begin identifying appropriate investment options whether they be individual stocks or bonds, exchange-traded funds or mutual funds.

Your investment plan is your roadmap to achieving your objectives and should be followed fairly strictly. Your plan needs to be something you can live with and follow during good and bad times. Deviating from the plan’s guidelines could prove disastrous in the attainment of your long-term goals. However, the plan should not be static and should be reviewed regularly and adjusted when circumstances change in your life such as your overall objective, your time horizon or the amount of money you’re able to contribute.

Having a well-thought out and well-designed plan that you stick to, review regularly and adjust as underlying circumstances change provides you with the highest probability of success in your investment endeavors.

Warranties & Disclaimers

 

There are no warranties implied.

Glacier Investment Management (“GIM”) is a registered investment adviser located in Kalispell, MT. GIM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GIM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GIM’s web site on the Internet should not be construed by any consumer and/or prospective client as GIM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GIM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GIM, please contact the state securities regulators for those states in which GIM maintains a registration filing. A copy of GIM’s current written disclosure statement discussing GIM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GIM upon written request. GIM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GIM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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