Page 2 - 10 Keys to Investment Success - 03.2025
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1            Goal Focused & Planning Driven










             •   Your investment portfolio is a servant of your plan.

             •   All successful investing is goal-focused and planning driven.

             •   All failed investing is market-focused and current outlook driven.


             •   Decision making process must be a priority.




                                                        GOALS




                                                          PLAN




                                                        PORTFOLIO


          2           Human Nature Leads to Failure









             • Human nature cannot distinguish between temporary declines and permanent

               losses; perception between genuine risk and mere volatility is opaque.

             • Human nature is always and everywhere a failed investor.

             • Faith, patience, and discipline are required to avoid fleeting moments or

               response to market/emotional stress.
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