Our Core Principles

January 12, 2022
min. read

The Gleason Group is founded on a simple, powerful idea:

Financial advice should be focused on your life, not the market.

We are long-term, goal-focused, plan-driven advisors.

We believe that your financial plan is a living document that should be revisited and adjusted based on your life, not the market.

We believe that no action, especially during times of extreme market volatility, is a powerful action.

We believe substandard returns and investment failures are caused by reacting to or trying to anticipate economic and market events.

We believe the economy cannot be consistently forecasted, nor the markets consistently timed.

Therefore, we believe the only reliable way to capture the full long-term return of your investments is to withstand the frequent, but historically temporary, declines.

In the last four decades, the average annual price decline, from a peak to a trough, in the S&P 500 exceeded 14%. One in five years, the decline has averaged twice that. And on two occasions (in 2000-02 and 2007-09), the Index was halved.

Yet the average annual compound rate of total return for the S&P 500 for the last 40+ years was more than 10%.

The vital challenge to long-term successful investing is neither intellectual nor financial, but temperamental.

It’s how you react, or choose not to react, to market events and the volatility that comes with it that matters most in being a successful lifetime investor.

These principles will continue to govern the behavioral nature of our advice to you in good times and bad.

While we can’t predict, we can plan.

Your Life is our Passion.