May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
In this short-form edition of the Money & Meaning Show, Jeff Bernier shares a perspective on simplifying investment thinking during uncertain times. He outlines three fundamental binary choices investors face: having faith in the future or not, being goal-focused versus performance-driven, and choosing to own businesses versus lending to them. Jeff encourages listeners to return to first principles as they consider how to position themselves for long-term financial success.
Topics covered:
- Why investing is simple, but not easy
- The importance of returning to first principles in volatile times
- Faith in the future vs. pessimism
- Being goal-focused and planning driven vs. market-focused and performance driven
- Ownership of the world’s great businesses vs. lending through fixed income
- How long-term optimism impacts investment outcomes
- Historical stock market performance as context for rational optimism
- Simplifying investment decisions to cut through daily noise
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TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
🎧 Tune in to rethink how you approach wealth, happiness, and personal growth.
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Important Disclosures: bit.ly/3MbScI5, bit.ly/3eB9iCS
