CNBC's No. 1 financial advisor has a golden rule: ‘We do not time the market'

  • 📰 NBCLA
  • ⏱ Reading Time:
  • 16 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 10%
  • Publisher: 59%

News Nachrichten

Österreich Neuesten Nachrichten,Österreich Schlagzeilen

Heritage Investment Group came in at No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2024.

The secret to the firm's success is taking a very long-term view, says its president Frederick MacLean:"We do not engage in market timing, stock picking or tactical asset allocation on any level, and we do not react to market movements or economic news."Heritage Investment Group, doesn't mind if you call his strategy boring. In fact, there's not much that could unsettle him or his approach.

"We could be accused of being boring, but our quiet discipline through the years has certainly been an integral part of our success," MacLean said. "From the outset, we recognized the need for objective, fiduciary advice that is critical for long-term investor success," MacLean said.

Wir haben diese Nachrichten zusammengefasst, damit Sie sie schnell lesen können. Wenn Sie sich für die Nachrichten interessieren, können Sie den vollständigen Text hier lesen. Weiterlesen:

 /  🏆 319. in AT
 

Vielen Dank für Ihren Kommentar.Ihr Kommentar wird nach Prüfung veröffentlicht.

Österreich Neuesten Nachrichten, Österreich Schlagzeilen

Similar News:Sie können auch ähnliche Nachrichten wie diese lesen, die wir aus anderen Nachrichtenquellen gesammelt haben.

CNBC Daily Open: Did Apple's shiny new things improve market sentiment?Maybe all it takes are shiny new things to lift our mood and take our minds off recession fears.
Herkunft: NBCNewYork - 🏆 270. / 63 Weiterlesen »