Most of you have heard me say countless times, nobody seems to have much issue with their portfolios when they are performing well, but turn that around and it becomes a whole different conversation. I understand no one likes to see their portfolio values decrease. This is precisely why I spend so much time talking about this side of the investment equation because it is going to inevitably happen, probably many times during our investment lifetimes. If we can talk about, prepare and accept that capital markets will always act in this unpredictable manner, then we could have half the battle won.
Remember, at Claris we take a long-term approach when it comes to investing. As investors we should not draw conclusions from short-term data. If we fall into that trap we will be forced into constantly making adjustments that are ill-advised and potentially devastating to our long-term goals and objectives.
So jump on the Claris train and UNDERSTAND how markets work for you, INVEST in a methodology grounded in decades of academic research, and RELAX by spending time on what matters most to you. This is the Claris commitment and we are expanding that commitment in 2015 by adding more educational events to our calendar. We will host two education events, one in the spring and one in the fall. We will also continue our Conversations with Claris series, so be on the lookout for information on these events.
