LIBERTY BELL STRATEGIES
  • Home
  • Financial Planning
    • Fee-Only Advising
    • Budgeting
    • Investing
  • Small Business Development
  • Special Events
    • Master_Your_Money
  • Contact Us
  • About Us

Investment Strategies

KEY APPROACHES TO INVESTING
Like our approach to budgeting, our approach to investing is also to leverage research-proven best practices, technology, and automation. In that spirit, below are some of the major themes that we use in how we advise our clients.
  • ​80% of funds do not beat the indexes, and far fewer can do so consistently (less than one-percent can do so for 5+ years in a row)
  • Therefore, select life-cycle, asset allocation, and index funds (automation and low expense ratios)
  • Select investments/savings based on the time horizon of when you expect to need the money:
    • < 1 year = savings account or money market
    • > 1 year and < 5 years = short-term bonds or certificates of deposit (C.D.s)
    • > 5 years = mutual funds, exchange-traded funds (ETFs)
Contact Us!
Book an appointment with Liberty Bell Strategies using Setmore
Picture
© COPYRIGHT 2023. ALL RIGHTS RESERVE
  • Home
  • Financial Planning
    • Fee-Only Advising
    • Budgeting
    • Investing
  • Small Business Development
  • Special Events
    • Master_Your_Money
  • Contact Us
  • About Us