History and Time

Charlotte Investment Management

Intelligent Investing Quotes by Abiding Wealth Advisors, LLC Charlotte Wealth Management Firm “With every new wave of optimism or pessimism, we are ready to abandon history and time-tested principles, but we cling tenaciously and unquestioningly to our prejudices.” “Stocks do well or poorly in the future because the businesses behind them do well or poorly- […]

Value is what you get

Charlotte Investment Management

Intelligent Investing Quotes by Abiding Wealth Advisors, LLC Charlotte Investment Management Firm “With every new wave of optimism or pessimism, we are ready to abandon history and time-tested principles, but we cling tenaciously and unquestioningly to our prejudices.” “Stocks do well or poorly in the future because the businesses behind them do well or poorly- […]

Risk-Adjusted Returns

Group Retirement Plans

“Risk-Adjusted Returns Matter” by Abiding Wealth Advisors Charlotte Investment Investment Management Firm A portfolio must be judged on risk-adjusted return. Graham uses a simple analogy to expose the flaw in believing that risk does not matter if incredible returns are evident within a portfolio. “To see why temporarily high returns don’t prove anything, imagine that […]

Meeting Your Needs

Charlotte Investment Advisors

Investing is really about making enough money to meet your needs.. by Abiding Wealth Advisors, LLC Charlotte Investment Management Firm With volatile market conditions and the questioning of the future state of our economy, it is important to remember Graham’s wise words on investing: “Investing is really about making enough money to meet your needs, […]

Home Bias

Financial Calculator: What kind of returns could I earn on my investments?

Intelligent Investing – Home Bias by Abiding Wealth Advisors, LLC Charlotte Investment Management Firm “Becoming more familiar with a subject does not significantly reduce people’s tendency to exaggerate how much they actually know about it. That’s why ‘investing in what you know’ can be so dangerous; the more you know going in, the less likely […]

Intelligent Investor

Intelligent Investing by Terrell Stauffer Former Charlotte Investment Advisor Representative, Abiding Wealth Advisors, LLC Recently I had the pleasure of reading The Intelligent Investor by Benjamin Graham. Graham argues that an intelligent investor avoids the biases that the everyday investor frequently falls into. Although random, abnormally high returns can be obtained by chance, in the […]