We believe the best investment strategy for retirement is unique to you—your specific goals, needs, life stage, and situation. It’s practically impossible to choose one “best” strategy.
That said, we do believe in adhering to five evidence-based principles for investing:
- Diversify broadly, both across and within global asset classes
- Use factors to determine investments within asset classes
- Take a systematic, long-term approach to investing and building wealth
- Rebalance regularly
- Keep costs, turnover, and taxes as low as possible