This quotation is often attributed to the late Yogi Berra, but may actually have been Mark Twain.  Regardless, it’s true, no matter who said it.


At Watermark Wealth Management we don’t try to forecast what the market is going to do in the short term – we don’t try to figure out what asset class is going to outperform from one period to the next – and we don’t chase last year’s hot performing funds.   We view the markets as our ally not our enemy so we want to work with the markets not against them.


We believe the most important decision you can make with regard to your long term investment performance is to focus on the things we can control:

  • Keeping cost at a minimum
  • Diversifying your portfolio
  • Minimizing taxes
  • Adhering to a disciplined strategy
  • Click on: Ten Predictions to see what our friends at Dimensional Fund Advisors say about making predictions