Long-term Investing: A Practice in Discipline

screen-shot-2016-11-04-at-1-36-22-pmIf there’s one thing athletes know about, it’s discipline. As a rugby player for the Swiss women’s rugby team, Rebecca Ellis of Pomona Wealth approaches investing with the same philosophy as sports: hard work and focus over time equals success. Pomona Wealth’s clients are looking for a long-term, disciplined approach to investing.

At our November Main Meeting, PWG had the distinct pleasure of listening to Rebecca break down several investing principles, such as:

  • the math behind compounding
  • the difference between speculating vs investing
  • the implications of high and low TERs (term-earned ratio) on your mutual fund

Pomona’s vision for its clients is to make finance uncomplicated, simple, and transparent. “The banks look after themselves. We can do better,” she says in reference to the difference between investing with a bank as opposed to investing on your own or with the help of a financial advisor.

Many of us wondered how to know if your financial advisor has your best interests at heart, to which Rebecca responded with key questions to ask your advisor:

  • How do you charge? (A good answer would be if your financial advisor receives a percentage of your gains, indicating that your advisor’s success – or failure – is directly dependent upon your own)
  • What is your background?
  • Are you receiving a retrocession (i.e. “kickbacks”)?

Rebecca’s passion for investing came through in her extensive presentation and the deliberate answers she provided to our numerous questions. We’d like to thank Rebecca for her time and look forward to future collaborations together!


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