top of page
Investing Principles
Ready to take control of your money? Start by taking a deep breath. We'll help you get started. As an investor, you need guiding principles to help you navigate the changing markets and different financial decisions throughout your investing journey. The Islar Group's seven Investing Principles are the clear steps we believe are foundational to successful investing.
Our Perspective
The fundamentals you need for investing success.

1. Establish a financial plan based on your goals.

Be realistic about your goals

Review your plan at least annually

Make changes as your life circumstances change
2. Start saving and investing today.

Maximize what you can afford to invest

Time in the market is key

Don't try to time the markets - it's not possible
3. Build a diversified portfolio based on your tolerance for risk.

Know your comfort level with temporary losses

Understand that asset classes behave differently

Don't chase past market performance
4. Minimize fees and taxes.

Markets are uncertain; fees are certain

Pay attention to net returns

Minimize taxes to maximize returns
5. Build in protection against significant losses.

Moderate temporary losses are okay, but recovery from significant losses can take years

Use cash investments and bonds for diversification

Consider options as a hedge against market declines - certain options can be designed to help you offset losses
6. Rebalance your portfolio regularly.

Be disciplined about your tolerance for risk

Stay engaged with your investments

Understand that asset classes behave differently
7. Ignore the noise.

The press makes noise to sell advertising

Markets fluctuate

Stay focused on your plan
Questions? We're ready to help.

Call
(123) 456-7890

Chat
Professional answers 24/7

Visit
Locate a branch
bottom of page