Will Disruption Ruin Your Investment Portfolio?

Five Guiding Principles To Address This Question

Over the last ten years, I’ve watched the way disruption has impacted markets and investors. As a member of Whitnell’s Investment Committee, it’s my role to anticipate changes and position our clients to achieve their long-term financial goals. You might be wondering how innovation and disruption will impact your investment portfolio over the next several years or longer.

I am of a generation that grew up with innovation and disruption as a way of life. I do not fear it. Actually, I embrace it. But it is not without perils, especially if you get caught off-guard. After reflecting with colleagues on this topic, I’d like to share five guiding principles for addressing disruptive change and what it can do to your long-term investment portfolio. 

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