They See the FUTURE Differently

  • TA managers believe they can successfully predict when and how to trade on breaking news.
  • EB managers understand near-term market swings are unpredictable; they ignore the “noise.”

They Work on Different TIMELINES

 

  • TA managers feel a sense of urgency to make the “right” calls to beat the market.
  • EB managers assume that time is on their side; they give their clients carefully crafted Financial Plan time to grow.

 

They Are Guided by Different DETERMINANTS

 

  • TA managers act on “expert” opinions (which are vulnerable to biases, blind spots and changeable conditions).
  • EB managers are guided by peer-reviewed academic inquiry (for “steady as she goes” resolve).

 

They Define “SUCCESS” Differently

 

  • TA managers define success as outperforming others or making clients a lot of money.
  • EB managers define success as being able to help clients comfortably fund their personal financial goals without taking excessive risk.

 

They Use RISK Differently

 

  • TA managers don’t distinguish between market risks (factors that are expected to yield extra returns) and concentrated risks (which just add more risk).
  • EB managers manage market risk factors (and their expected returns) and diversify away concentrated risks.

 

They Consider COSTS Differently

 

  • TA managers focus on cleverly timed trades over the costs, commissions and taxes they incur.
  • EB managers focus on minimal trading, understanding that the costs involved are among the biggest drags on their end returns.

 

Bottom Line …

 

 EVIDENCE-BASED Wealth Managers Approach Investing Differently

 

  • TA managers try to beat the market through clever stock-picking and market-timing.
  • EB managers participate in the market to earn expected long-term returns according to time-tested academic evidence, a client’s personal goals and their individual risk tolerances.

That’s why, when it comes to your time, your money, your future

 

AND YOUR FAMILY … we choose the Metis LifePlan and EVIDENCE-BASED INVESTING.

 

If you have questions on anything Financial please get in touch with any a member of the Metis Ireland Team, we are here to help. And if you have two and half minutes to spare please click on the #JourneyThroughLife below to watch a brief video that gives me inspiration to live a good life.

 

 

Keith Matthews
Private Client Manager

 


 

 

Disclaimer

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.

Disclaimer


Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.


All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.