Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
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Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
The Money and Meaning Show
11 minutes
6 months ago
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
In this short-form edition of the Money & Meaning Show, Jeff Bernier shares a perspective on simplifying investment thinking during uncertain times. He outlines three fundamental binary choices investors face: having faith in the future or not, being goal-focused versus performance-driven, and choosing to own businesses versus lending to them. Jeff encourages listeners to return to first principles as they consider how to position themselves for long-term financial success.
Topics covered:
• Why investing is simple, but not easy
• The importance of returning to first principles in volatile times
• Faith in the future vs. pessimism
• Being goal-focused and planning driven vs. market-focused and performance driven
• Ownership of the world’s great businesses vs. lending through fixed income
• How long-term optimism impacts investment outcomes
• Historical stock market performance as context for rational optimism
• Simplifying investment decisions to cut through daily noise
Useful Links:
Jeff Bernier on LinkedIn
TandemGrowth Financial Advisors
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
