Long Term Investing

Trying to predict financial market movements is next to impossible and investing based on yesterday’s returns is a recipe for disaster. Instead, we believe that clients should invest for the long term and rebalance once or twice a year as needed. Picking stocks and chasing market fluctuations may be thrilling, but passive long term investing generally outperforms active wealth management strategies.

Diversified Portfolio

A well-diversified portfolio means holding thousands of stocks and bonds spread across industries and continents. We believe that diversification reduces risk and improves investment returns over the long term.¹

Reduced Fees

The effect of fees on client’s investments reduces returns and has a more significant impact over time. As fiduciary investment adivsors, we work with industry partners to decrease transaction fees, and minimize fund expenses by choosing low-cost ETFs and mutual funds for our portfolios. We are continually evaluating fees paid by our clients and looking for ways to reduce their investment costs throughout the investment planning process.

Tax Aware

At Dodds Wealth, we identify strategically opportune times to execute trades to lower your taxable income and capital gains. Additionally, our experienced wealth investment management team choose funds that minimize trading and thus reduce needless turnover that creates capital gains.

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¹ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

² The 2019 Barron’s top 1,200 was awarded to Andrew T. Dodds. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.