LIBERTY BELL STRATEGIES
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Investment Strategies

KEY APPROACHES TO INVESTING
Like our approaching 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)
  • 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. < 1 year = savings account or money market
  2. > 1 year and < 5 years = short-term bonds or certificates of deposit (C.D.s)
  3. > 5 years = mutual funds, exchange-traded funds (ETFs)
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  • Home
  • About Us
  • Contact Us
  • Financial Planning
    • Budgeting
    • Investing
  • Strategic Management
  • Small Business Development
  • Financial Liberty