Three Simple Rules to Investing

Jim Fisher, in this episode, shares the three simple rules to investing with you today. Rules so simple that a third grader could easily understand them. However, they are not applied on a regular basis. Tune in to find out the three rules.
For more information on this topic visit his website, Fisher Wealth Creations.

About Jim Fisher:

Jim Fisher James R Fisher, CPA/PFS, CTC, Wealth Creations Education and Tax Coach has a unique approach to helping people find money they are currently transferring away unknowingly and unnecessarily. His strategy is to have a bigger impact on your financial future by helping you avoid the wealth transfer losses rather than speculating on the next winning investment. It makes little sense to have a million dollars only to discover you lost a million on the way.

Jim specializes in
 Empowering people to take control of their investment decisions. This begins with answering the 20 Must Answer Questions that will guide your investment decisions. His educational and fun presentations combined with an academically sound investment platform helps create peace of mind, wealth, and confidence in prudent investing.

 Middle Class Family Financial Wealth Creation and Security. With Jim’s assistance you can stop transferring your wealth, following the herd, and forfeiting your financial security and create true wealth and financial independence.

 Tax Reduction Strategies for Small Business Owners. Jim specializes in unlocking the tax code to provide legal IRS approved loopholes to create tax reduction strategies for business owners. He helps you take advantage of these with a written documented plan, implementation, and education.

A life-time resident of the Anthony Wayne community, you can usually find Jim volunteering and participating in the local activities. He enjoys being a leader in the Scouting program, and spends his free time in the great outdoors. Learn more about Jim at Fisher Wealth Creations.

Watch Jim’s episodes of Plan Your Wealth With Purpose: Principles for Investing & Wealth Creation.

James Fisher is a registered advisor offering investment advice through Signature Investments, Inc., An SEC Registered Investment Advisor, 6500 Poe Avenue, Suite 110, Dayton, OH 45414. Phone: 937.890.1988. James Fisher, CPA and Wealth Creations is unaffiliated with Signature Investments, Inc.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

  1. Thanks for the tips, Jim! Great analogy comparing letting someone else gamble at a casino with your money and blindly investing our money without the knowledge-base of how to do so. Investment myths are all over the place and when the subject of investments arises and it is out of our scope of practice, we often fall into the trap of taking the “easy route” and simply hand our money over even if it is not necessarily the most financially beneficial route. I am looking forward to learning more about strategic yet simple ways of investing my hard earned dollars to reach its maximum financial potential.

  2. Jim, thank you for sharing your insight and advice about investment myths. I appreciate learning how the three simple rules of investing should be applied, while most of us fail to do it. Great show…looking forward to your next episode.

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