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Get Disciplined at Financial Friday


Posted By:  Liz Goodrich
Date Posted:  10/14/2003

Reese Shepard, CFP, ChFC, takes a look at a disciplined process for buying and selling stocks on Friday, October 24, at 12:00 noon in the Brooks Room at the Bend Public Library. Participants are encouraged to bring a lunch.

“Successful investing involves buying low and selling high," says Shepard. But it is not always that simple. “For investors to do as well as the stocks they invest in, they need a DISCIPLINE!” Shepard, who first began working on Wall Street in 1966, holds an economics degree from Harvard and a MBA from Stanford. He moved to Bend in 1984 to start COCC’s Business Development Center and has been in the financial services industry in Bend for the past ten years. According to Shepard investing without discipline can lead to emotional investing. “Emotional investing tends to lead to buying high (purchasing a stock that is rapidly approaching its peak) and selling low (hoping the stock will eventually come back, but selling at or near its bottom),” says Shepard. “That’s why a disciplined approach is important.” This month Shepard helps investors establish strategies to help sell a stock before it loses its value.

This program is an installment of the monthly Financial Friday series, occurring on the fourth Friday of each month. For more information, please call 617-7072.

Page Last Modified Wednesday, June 23, 2021


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