The Super Bowl is more than just a game. It’s an American holiday. As you prepare for this fun
day, you may also want to think about how to create “big wins” in your investment strategy. Get ready for Super
Bowl Sunday by checking out these Super Bowl-inspired investment strategies.

1. Focus On Your Goals

Before any competition, athletes spend a lot of time practicing and thinking about their
goals. Just as a kicker imagines the perfect kick, you might imagine what you want from your investments.

What are your short and long-term goals? Decide what you want from life in this moment and the
future. Then, craft your investment strategy around those goals.

2. Think About the Whole Game

Super Bowl coaches and players do not only think about the current moment. They think
about the whole game. This strategy also applies to investing. Instead of being overwhelmed by ups and downs in the
market, think about the long-term growth of your investments.

This perspective is especially important when you invest for a goal like retirement, which is
decades in the future. When you deal with long-term plans, you expect your portfolio may shrink a bit on a
short-term basis, but ideally, you hope it experiences overall growth despite any short-term downturns.

3. Use Time-outs Strategically

Once in a while, you must step back and look at your financial plan. This strategy is just like
calling a time-out in a big football game. You take a step back from the action. You look over the situation. And
then, you decide if you need to change your strategies.

4. Make the Most of Limited Time

Think of how serious football is when the game is tied and only a minute is left. At this
point, professionals do not just throw a “Hail Mary” as a last-ditch pass. Instead, they call a timeout and develop
a very strategic plan.

If retirement is on the horizon or you have a short-term financial goal, you may take the time
required to embrace a strategic plan.

5. Draft Players Carefully

Many people do not handle all of their finances on their own. Instead, they bring in professionals
to guide them through the complicated decisions. When drafting a team to help you, make sure that you choose them
carefully. Look at their references and experience before letting anyone help you with your finances.

6. Focus on Diversity

Just as a football team needs a range of players, your investment portfolio also needs diversity.
Make sure you do not have all your investments in the same asset class. Work with your team at Planned Financial
Services to help you diversify asset allocation according to risk tolerance.

7. Play Your Hardest

You cannot afford to slack off whether you play ball or the markets. Make sure that you are always
putting in your full effort. Learn as much as possible about the game, and outsource decisions to the pros as
needed.

Important Disclosures:

Investment advice offered through Planned Financial Services, a Registered Investment
Adviser.

The opinions voiced in this material are for general information only and are not intended
to provide specific advice or recommendations for any individual.

Investing involves risks including possible loss of principal. No investment strategy or
risk management technique can guarantee return or eliminate risk in all market environments.

There is no guarantee that a diversified portfolio will enhance overall returns or
outperform a non-diversified portfolio. Diversification does not protect against market risk.

Asset allocation does not ensure a profit or protect against a loss.

This article was prepared by WriterAccess.

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