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Investment Strategies


The Cost of Missing the Best Days in the Market: Staying Invested During Market Volatility
Staying Invested Beats Timing the Market During periods of market volatility, it's completely normal to feel uncertain or anxious. But...

Jeff Schlotterbeck, CFP®
12


Warren Buffett Investment Principles: Lessons from a Legendary Investor
Warren Buffett’s success isn’t just about returns—it’s about timeless principles like patience, simplicity, and staying the course. In this post, I break down key Warren Buffett investment principles and how you can apply them to your own long-term financial plan.

Jeff Schlotterbeck, CFP®
15


What to Do With Your 401(k) When You Leave a Job?
Left a job and unsure what to do with your 401(k)? Whether you’re considering a rollover, IRA, or simply leaving it where it is, understanding your options can help you make the most of your retirement savings. In this post, Tampa-based financial advisor Jeff Schlotterbeck, CFP®, breaks down the pros and cons of each path—and how to decide what’s right for you.

Jeff Schlotterbeck, CFP®
12
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