The industry has always sold the idea to investors that success in investing is based upon educated guesses regarding the future direction, timing, and magnitude of market movements – guessing when to “get in or out” of the market by timing your entry and exit points, as well as, guessing the impact of economic factors that are completely out of anyone’s control. This is the philosophy generally espoused by the wealth management industry to guide investors and we believe it is destined to cause investors to fail almost every time. Fusion Family Wealth counsels developing a plan based on what is known—an investor’s resources—and what is desired—an investor's objectives. Consequently, our approach centers on ensuring steadfast adherence to a plan designed to achieve goals regardless of short-term market movements and current events. There should be no change to a portfolio or plan in response to the market or to current events, but only in response to a life event or a change in objectives. 

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