Five Building Blocks for a Sound Investment Strategy

Managing risk, asset allocation, diversification and taxes are just the start. You also have to stick with your investment strategy long enough for it to work.

A pyramid of blocks that have been made of hundred-dollar bills.
(Image credit: Getty Images)

The purpose of financial planning is to empower you to make well informed and mindful decisions because you understand the impact of your choices. Planning provides you with the “what” and “why.”

But you also need a “how” to make the system work. How will you go from where you are now in the present, to where you want to be in the future — while meeting your goals and growing your wealth along the way?

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Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
Founder, Beyond Your Hammock

Eric Roberge, CFP®, is the founder of Beyond Your Hammock, a financial planning firm working in Boston, Massachusetts and virtually across the country. BYH specializes in helping professionals in their 30s and 40s use their money as a tool to enjoy life today while planning responsibly for tomorrow. Eric has been named one of Investopedia's Top 100 most influential financial advisers since 2017 and is a member of Investment News' 40 Under 40 class of 2016 and Think Advisor's Luminaries class of 2021.