TEN YEAR – INVEST LIKE THE DEAD

We are called TEN YEAR because we believe that investors should not invest in equity markets unless they plan to stay invested for at least ten years, preferably longer. If market values are broadly attractive, seven or more years might be acceptable, but TEN YEAR was a cooler sounding name than SEVEN YEAR.  When we say “preferably longer”, we mean it. There have been numerous 15 year periods where major market indexes have produced zero returns in the past century. If your plan is to invest for 20 years or longer, you should be able to do very well as long as you can stick to a few simple rules.

Our slogan is “Invest Like the Dead” because there are many stories on the internet about people dying or becoming disabled and losing track of their investment accounts for many years. These accounts tend to outperform most other investment accounts in spectacular fashion. Investing like the dead is not necessarily easy though. It takes patience and adherence to a few simple rules. We will cover this on our 101 videos and these will be consistent themes in all our content.

WHAT WE PROVIDE

OUR SERVICES
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Informational

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Educational

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Financial

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A WORD ON INVESTMENT ADVISORS

Regarding Financial Advisors, you may be surprised that we think Financial Advisors are a good idea for most investors. It is important to avoid the bad ones out there and we will teach you want to look for, and what to look out for.  Financial Advisors can be a powerful ally when it comes to sticking with investing rules. Many, if not most individual investors have a hard time keeping their hands off their money. In these cases, Financial Advisors can mean the difference between negative returns and “pretty close to” market returns, which can easily amount to a 10% or 15% difference every year.

We reject the notion that Financial Advisors know a great deal more than savvy non-professional investors, or that they possess magic proprietary models that produce abnormally high returns. To the extent that they can help you imitate the dead however, a good advisor can help make you a lot of money.

CONTACT US

HAVE A QUESTION?

    IMPORTANT NOTICE ON INVESTING

    There are risks associated with investing in securities.

    Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.

    A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.