A Reminder of What We Believe
When it comes to investing, it’s all about keeping your eye on the bigger picture—building lasting wealth and financial security over time. That’s why we believe every decision should start with a personalized plan tailored to your goals and what matters most to you. Using The Bucket Plan© system, we focus on staying consistent, protecting the value of your money, and thinking long-term. No matter what’s happening in the market, our approach helps keep you on track so you can move confidently toward your financial goals.
- Planning First:
Investment decisions should always be based on a personalized financial plan that reflects your unique circumstances and life goals. Our financial planning is built on the foundation of The Bucket Plan system. - If your goals and circumstances haven’t changed, your plan shouldn’t change.
- If your plan remains unchanged, your portfolio should remain steady.
- Protecting Purchasing Power:
- The true value of money lies in its purchasing power, with inflation being the greatest threat.
- Historically, global equities (ownership of leading companies worldwide) have provided the best long-term returns and protection against inflation.
- Long-Term Perspective:
- Investing in equities means thinking like long-term business owners, not short-term market speculators.
- Market declines are normal, temporary, and impossible to predict or time. Staying invested, especially in your “Later” bucket is key to achieving full market-like returns.
- Consistency Over Reactivity:
- Lifetime investment success comes from sticking to your plan, even during market uncertainty.
- Reacting to short-term events often leads to subpar results or even long-term failure.
- The Bucket Plan Philosophy:
- Align investments with Now, Soon and Later time horizons to create a structured, predictable strategy.
- This approach ensures financial security for today while preparing for the future.
At the heart of successful investing is sticking to a plan—one that puts your needs first, protects your buying power, and helps you stay steady even when markets are unpredictable. Here at Evergreen Wealth Advisors, we help you find the needed balance between what you need now and what you’ll need in the future, giving you a clear path to financial security. In the end, investing isn’t about guessing the next market move; it’s about staying disciplined and focused on your personal goals for the long haul.