“Investing and health can be two of the most important things in life, but sometimes they also can be the most confusing. There’s so much data and advice, so many articles—and unfortunately, they often don’t agree.

 So, I wasn’t surprised to see that one of the bestselling books of the year is physician Peter Attia’s Outlive: The Science & Art of Longevity, which looks at recent scientific research on aging to explore strategies for not only living longer but also living healthier. I was struck by the parallels between how he talks about health and how we think about investing."

 This week's highlight article from Dimensional highlights the commonalities between living a healthy life and improving your financial well-being- showing the importance of not only accumulating wealth but also improving your "wealth span".  

Practicing Healthy Habits

 resisting temptation

Abandoning strategic equity allocations may be most tempting at the end of central bank tightening cycles when cash yields reach their most attractive levels. Historically however, exiting the equity market to invest in cash at these inflection points has not provided durable capital appreciation in the longer term. Investors may need to exercise discipline in maintaining target equity weights to achieve long-term return targets. 

Legacy Trust Family Wealth Offices

 4200 Marsh Landing Blvd, Suite 100

Jacksonville Beach, FL 32250

Office: (904) 280-9100

Fax: (904) 280-9109

Legacy Trust Family Wealth Offices of Jacksonville Beach, Florida, is a new type of financial services firm - an independent multi-family office - that brings all facets of your personal financial affairs under one roof, where they are coordinated for optimum efficiency and maximum performance. 

Investment products are not FDIC insured, are not bank guaranteed, and may lose value.