During the past thirty years, working as an accountant, business owner, and entrepreneur, I helped clients choose financial products for their investment, retirement, estate, and Medicare planning needs.
A key factor which influences our mutual success is found in Warren Buffett’s Rules.
Rule # 1: Never Lose Money
Rule # 2: Remember Rule #1
This principle is best understood by first knowing and then acting on that knowledge when we experience either “bear” or “bull” markets. Since we know we should avoid severe market drops, click here, “INVESTMENT STRATEGIES” tab, for a glimpse how “bear”/”bull” markets affect our planning decisions.
