Everyone has heard of Warren Buffett but not as many people are familiar with the man who taught him how to invest. Benjamin Graham taught Buffett that the basic difference between investors and speculators lies in their attitudes towards stock pricing. The speculator, noted Graham, tries to anticipate and profit from price changes—trying to time their buys, and time their sells. On the contrary, the INVESTOR takes a longer view. His only goal is to acquire high quality companies at reasonable prices. Today, we’ll review what Graham taught Buffett that Buffett admits he has never forgotten, and uses to this day. Then Steve will review the Black Diamond Dividend Growth and Blue Diamond Technology Leaders portfolios. A great show you don’t want to miss….MASTERING MONEY is on the air!!!
Mastering Money 9/24/20
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Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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