“August is the border between summer and autumn. It is the most beautiful month I know.”
– Finnish Author and Artist Tove Jansson
August brings warm and reflective days, encouraging us to think back on our summer—and think ahead to the upcoming autumn. Short-term seasonal uncertainties are generally insignificant in the long term. One season eventually rolls into another. And, just as the summer season requires patience and planning to enjoy its full potential, so does a sound investment strategy.
In a world flooded with financial news, investors should remember that patience is key to success. Long-term success comes from a steady strategy, not frequent trading. Though it may seem unexciting, this approach has historically delivered significant returns. The stock market tends to reward patient investors. Those who remain focused on long-term goals tend to succeed—despite market fluctuations.
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Risk Disclosure
Higher potential return generally involves greater risk, short-term volatility is not uncommon when investing in various types of funds including but not limited to: sector, emerging markets, and small- and mid-cap funds. International investing involves special risks such as currency fluctuation, lower liquidity, political and economic uncertainties, and differences in accounting standards, which risks are generally intensified for investments in emerging markets due to the relatively smaller size and lesser liquidity of these markets, high inflation rates, and adverse political developments. Risks for investing in international equity include foreign currency risk, as well as fluctuation due to economic or political actions of foreign governments and/or less regulated or liquid markets. Risks for smaller companies include business risks, significant stock price fluctuation, and illiquidity. Investing in real estate entails certain risks, including changes in: the economy, supply and demand, laws, tenant turnover, interest rates (including periods of high interest rates), availability of mortgage funds, operation expenses, and cost of insurance.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, product or any non-investment-related content made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. Diversification seeks to improve performance by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. Past performance does not guarantee future results.
Index Disclosure and Definitions
Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the occurrence of which would have the effect of decreasing historical performance results. Actual performance for client accounts will differ from index performance.
Russell 3000 Index is a broad measure of the U.S. stock market that includes the largest 3,000 companies
