Tag Archives: Investment Strategy


Investing with the Reservoir Strategy (Ep.119)

To avoid worrying about day-to-day stock market volatility, it might be a good idea to start investing with the reservoir strategy. Turn off the media, stop listening to those so-called experts that make short term predictions in the stock market. Have a plan in place especially when you are withdrawing money to create an investment portfolio that provides three reservoirs so you can stop worrying about current market volatility. 

In this episode, Larry Heller, CFP® discusses the importance of prepping clients before they start making investing decisions. He explains how he has been able to educate, and talk to clients prior to implementing investment strategies, and how Heller Wealth Management creates an Reservoir Investment  Strategy that works both when markets are doing well, AND when they are struggling. 

Larry discusses: 

  • How he works with his clients to prepare a well-rounded strategy in anticipation of market volatility 
  • Why knowing your financial “time-horizon” is so important
  • How your retirement plans affect how you make your investing decisions
  • The significance of identifying, or revisiting your risk tolerance level
  • And more


Connect With Larry Heller:


93. The Boring Investor: Why Boring Can Be Better for Investors

Why is boring sometimes better when it comes to investing?

Find out in this episode, as Larry Heller explains why boring can be better when it comes to investing. Plus, discover how “boring” compares to the things that people typically want to talk about with investing.

Larry discusses: 

  • Why boring can be better when creating a investment strategy
  • Mutual funds versus individual stocks
  • Benefits of being a boring investor
  • And more

Connect With Larry Heller: