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Founded in 1924, most investors credit MFS Investment Management as the inventor of the modern-day mutual fund. With nearly 100 years of industry experience, MFS has been through it all: bull markets, bear markets, recessions, depressions, expansions, and booms.
We filmed this webinar in March 2020, at the beginning of what would become a historic bear market followed by a record-breaking recovery. The stock market’s ebbs and flows are entirely normal but can be challenging for many investors to stomach. Thus, we saw this as an excellent opportunity to take a look at history—how can investors take past experience and implement it into your financial strategies moving forward?
Joined by Geoff Sweezy, Director at MFS, we explore four principles shared by resilient and intelligent investors:
Sure, the video's title promises ten principles, but we only had time for the four that we thought were the most suitable. If you have questions about your long-term investment horizon, call our office at (303) 261-8015 or schedule a free consultation with one of our Denver-based advisors.
Geoffrey Sweezy and MFS are not affiliated with LPL Financial and Denver Wealth Management.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
No strategy assures success or protects against loss. All investing includes risk including possible loss of principal.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All information is believed to be from reliable sources; however, Denver Wealth Management and LPL Financial make no representation to its completeness or accuracy.