Wealthy Healthy Blogs
The common answers...
- Beating the Benchmark (this technical one comes first on the list of most people in our industry/profession).
- Market Timing – getting out before the market falls and then getting in before it goes up.
- Selection – Identifying the winning investments and/or avoiding the losers...identifying investments that go up as soon as you invest or ones that deliver high returns with negligible downsides.
- Behavioural Alpha (Narrowing or Eliminating the Gap between Investment Return and Investor Return.
- Helping an investor achieve her/his financial goals.
- + Some Others
While one reflects on the answer, here is our answer
Our Greatest Alpha is Our Presence...
Let me explain...
Most people don’t have anyone to talk about money...It’s huge...and I know you realize this.
People don’t talk to their parents, children, spouses, friends, family members, and others about money and money-related issues/fears/thoughts/feelings. As we all know, money is the number one source of conflict in most families. You see where I am going with this. Thus, our presence itself is a massive gift—the presence of a caring real financial professional.
We are someone they can talk to freely, someone who listens to them and makes them feel heard.
Our presence is Our greatest gift and Our greatest alpha.
