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Our Investment Philosophy

Our investment approach is grounded in peer reviewed academic research and financial economic theory that has evaluated investment philosophies (and their returns) for over 100 years.  These time-tested investment principles which emphasize low costs, asset allocation (e.g., domestic and foreign stocks and bonds, cash, and other asset classes), portfolio diversification (e.g., use of correlated and non-correlated investments), tax strategies, and rebalancing, are the bedrocks of our investing philosophy.

At Intelligent Investing, we are not short term traders - we do not attempt to time the market or try to predict its future movements.  We believe in a consistent and disciplined, long-term investing approach.

If interested in learning more about investing, please click on the image below to see my book - Investing: The Basics by David L. Hogans.


A book about the basics of investing!!

A book about the basics of investing!!


For a no-obligation book sample from Investing: The Basics please click below and request your sample in the message box.