TJG’s Whiteboard Series: Episode 2 – Investing With Perspective

A productive savings and investment strategy is one of the most important aspects of a successful long-term financial strategy.  But people often make the mistake of focusing solely on investment decisions, the stock market and other noise in the financial media.  A comprehensive investment strategy should always be developed with full perspective of one’s entire financial landscape, including goals, time horizon, balance sheet and cash flow needs.  This allows individual’s the opportunity to implement a customized plan, unique to their personal strategy and long-term vision. 

 
 

The Johnston Group's Whiteboard Series is a continuous exploration and discussion across a wide range of personal finance topics. Through a series of drawings, interviews and explanations, we hope to educate and simplify important financial planning principles.

Please add ideas in the comments section or please reach out to wealthcare@thejohnstongroup.com with any questions, topics or ideas for discussion.