How to be a Great Long-Term Investor and E2E’s Investment Philosophy


I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor.

  1. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great Recession/Great Financial Crisis of 2007-2009 and most recently the COVID bust of 2020, it’s felt like we had to take action on our investments. When in actuality, some of your best moves were to stay put. This is assuming you had a good portfolio to start with…
  2. Have a well-diversified portfolio. Do you have a diversified portfolio of not only stocks, bonds and cash but also geographically diverse along with investments that perform inversely from one another? This is key to true diversification
  3. Investor or gambler? Have you self-assessed your tendencies? If you find yourself constantly buying and selling investments, you might be a gambler. An investor develops a portfolio and sticks to it long-term. Long-term, to me, is a minimum of 5 years and preferably 10+ years. Being a gambler is ok. Just be sure to separate your investments from your gambling.

At E2E Financial, we’ve been helping investors become better investors by applying these points and more. Learn more about our investment philosophy by watching my video. Ready for a free portfolio review? Reach out.

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Disclosures: 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.

Securities offered through LPL Financial, Member FINRA/SIPC. E2E Financial is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

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.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?