Tag: Investment Outlook

Beware the price you pay…or pay the price.

“The price you pay determines your future returns” is an old adage in financial literature. This is a simple way of saying that when you buy at high prices, your future returns are lower. Conversely, when you buy at low prices, your future returns are higher. Buy low, sell high. It all sounds right, but is it true? Or is this phrase just an antiquated relic of times past when money did not grow on government balance sheets, and asset prices didn’t always go up? That is a fair question, but it is not a simple one.

Winter 2014: Annual 3-5 Year Investment Outlook

Winter 2014. Continuing our approach that has served Plan Financial’s clients well for almost 30 years, our annual 3-5 year outlook for the global economy provides the guardrails for how, where, why and when we invest the funds that you have entrusted to us.