(903) 763-4711 brian@cfgpros.com ABOUT SERVICES RESOURCES LOGINCONTACT Coventry Financial Group’s 6 Simple Rules There are 6 Simple Rules that are important to any long term investor’s success. Three are related to investor behavior (Principles) – and three are portfolio strategies (Practices). The great part of this recipe for success is that our clients play an equally important role in the success of their portfolio, while we are tasked with implementing and executing the strategy. Our goal in sharing these 6 Simple Rules is to arm our clients with information, so that we are working as a team to provide the best possible results in any market conditions. The average “do-it- yourself” investor is overwhelmed with too many choices, too much information, a flood of negative and irrelevant current events, misinformation regarding risk and volatility, lack of transparency regarding fees, and an overall fear of investing* that leads to them standing like a deer in the headlights, doing NOTHING. But most of all what the do-it- yourself investors are missing is a lack of a STRATEGY and a PLAN. Following these 6 Simple Rules are critical to any portfolio’s success. Lose any one, and you’re done – the odds of successful investing are reduced to pure speculation and price momentum. 3 Principles (Client) - Investor Behavior 1. Faith in The Future No one ever got rich on a doomsday theory. 2. Patience Wait out declines. The average intra-year decline since 1980 has been 14%. During that same time- frame the S&P has gone from 106 to over 2800. (Returning an average of 11.62% per year) 3. Discipline Keep doing the right thing. 3 Practices (Investment Advisor) - Portfolio Strategies 4. Asset Allocation* A proper mix of both stocks and bonds. (Modern Portfolio Theory) 5. Diversification* You will never own enough of any ONE THING: a) To be killed by it. b) To make a killing in it. 6. Rebalancing* Annually or as needed in order to maintain your original asset allocation (or risk tolerance) * These services are offered by Larry & Brian Coventry through their affiliation with HD Vest. Have A Question? Name Email Question Sign up for my Newsletter Name Email SIGN UP Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Contact Coventry Financial Group Office: (903) 763-4711 125 W Lipscomb St Quitman, TX 75783 brian@cfgpros.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations