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8 Timeless Principles of Investing

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8 Timeless Principles of Investing

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8 Timeless Principles of Investing.

About the Video

Whether it’s investing in crypto, stocks, dividends, etc., a disciplined investor should always keep these principles in mind! In this video we dive deeper into what these principles are and how you can apply them to your investments.

Rem Oculee

Founder and CEO

Do you feel like you need to constantly adjust your portfolio?

Your plans for the future shouldn’t have to depend on daily fluctuations in the stock market. Gains and losses are part of investing. That’s why understanding some basic principles of investing could help you pursue your goals without feeling as though you need to constantly adjust your portfolio to react to today’s news.

That’s why I did this video – to discuss some key principles to help you with your investment planning. Some things you’ll learn in this video are:

✔︎ Strategies that reflect your goals, time horizon, and risk tolerance

✔︎ How the financial markets have awarded long-term investors

✔︎ Tips to tune out the noise and avoid the emotional roller coaster

✔︎ The market timing strategy that may predict future market movements

✔︎ The different forms of market risk

✔︎ How procrastination affects your investments

Meet the Presenter

Rem Oculee

Rem and his team at Confidence Wealth have continued to take a powerful, holistic approach to wealth management. Their process isn’t subject to whim, and it doesn’t believe that what happened in the past will always happen that way again. Rather, it draws on Rem’s 30 years of experience in both business and finance.

Since 1990, Rem has worked extensively with the financial industry to build a wide variety of individualized portfolios, engage a full range of investment markets, make risk assessments and grow clients’ net worth as cornerstones of his work. He continues to focus on strategy, leadership, and technological advances in the financial world’s ever-changing landscape.

Rem’s extensive research into a variety of large, complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth through various economic conditions and investor trends.

Have questions? Contact us.

Copyright © 2021 Confidence Wealth Management LLC.
All rights reserved.

Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada and California. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680 and CA Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.

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