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OPHTHALMOLOGY BUSINESS
February 2016
Street. Investment success comes
from getting back to your plan as
quickly as possible to steer your
investment dollars on a straight-
line course. But if you don't have
a sound investment plan, it will
become impossible to get back on
track because, frankly, you'll have
no track.
When I think back to the days
before I learned point and figure
charting (a very successful and vital
planning tool I share with my cli-
ents), my investing was like being in
a bumper car at an amusement park,
wandering aimlessly and blindly
smashing into the other bumper
cars. I didn't have a plan. But thanks
to this well-weathered charting
method, I'm now able to develop
sound planning that greatly assists
in investing success.
Are you investing as if you are
driving a bumper car? It's time to
consider a plan for your investment
dollars that will stop the bumping
and steer you to the professional
ranks of the Daytona 500. EW
(investment) race
digital.ophthalmologybusiness.org
Mr. Balser is managing
partner and chief
investment officer of
Balser Wealth Management,
Avon, Ohio. He works with
individuals to reduce risk
in their investment and
retirement portfolios to ensure they will not run
out of income in retirement. He can be contacted
at roger@balserwealth.com.
About the author
"
pull quote
"
"
Investing will naturally bring
detours, wrecks, and spin-outs, but
that's life in the fast lane on Wall
Street. Investment success comes
from getting back to your plan as
quickly as possible to steer your
investment dollars on a straight-
line course.
"
