Your Investment Portfolio, Guided by the Wisdom of Omaha Advisors
September 27, 2021
Your Investment Portfolio, Guided by the Wisdom of Omaha Advisors:  Can You Let the Day-to-Day Changes Go?

Managing your investment portfolio can be a daunting task. So much of your future security is riding on the principles and philosophies you embrace in your retirement planning and wealth- building approach.

When you ask for the wisdom of a few experienced Omaha investment advisors, what do they want you to know? What information matters most to your success? There are two main concepts you should include when planning your investment portfolio:

Day-to-Day Changes are Usually Unimportant: Many people get distracted by day-to-day or even week-to-week changes in the market, but in general, those shifts don’t tend to mean much. If you’re an investor, it’s what happens over the long run that matters more to your investments.

At Lawson Kroeker, we focus on investing in good companies that have solid management, purchased at a reasonable price, with a good margin of safety. It’s part of a strategic process we have used since our founding.

Investing is For the Long Haul: Ideally, you are investing for the long term.

At Lawson Kroeker, we enjoy using a patient, polished and humble approach. It’s one that takes a long view on investing, rather than letting the headlines dictate how you work with your investment portfolio.

Our four-step investment process begins with identifying companies that possess competitive advantages but also tend to be undervalued and underappreciated. These choices then go through a rigorous analysis and careful confirmation process by the Lawson Kroeker team. At each step, the advisors make decisions based on what’s best for the client.

If you’ve been considering changes to your investment portfolio, maybe it’s time to talk with an investment advisor, right here in Omaha. Contact us at Lawson Kroeker for an appointment to discuss your plans and how we might help you solidify them.

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