Number 4


Many investors underestimate the importance of having a plan in place to combat emotion-based investment decisions. Often, behavioral biases lead investors to make emotional decisions that derail a rational long-term investment plan. Consider how quickly and easily investors can decide to deviate from a long-term investment plan when faced with negative short-term returns. Yet sticking to a rational process can help boost long-term returns.

Investment Process

How do we make investing less stressful? A solution is to make a plan—An Investor Stress Management Plan or "ISMAP." The ISMAP is designed to prepare investors for inevitable scary moments and provide techniques to reduce stress to a manageable level. It contains actions that can help take advantage of market turmoil to actually improve long-term performance potential.
Investor Stress Management Plan Workbook Investor Stress Management Worksheet

No investment strategy can assure a profit or protect against loss. This material is intended for informational purposes only. The information provided in this material should not be considered a recommendation to purchase or sell any particular security. Strategies discussed herein are subject to change at any time by the investment manager in its discretion due to market conditions or opportunities. Market conditions may impact performance.


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