Understanding Your Investing Style

Whether you’re a growth investor, value investor, or mix of both fundamental investing styles, your portfolio allocations and strategies are not “set it and forget it” ventures. Each new year affords us a chance to revisit basic investing concepts we often take for granted. Understanding the emotional and financial reasoning behind your investing habits can help you structure a healthy, diversified portfolio to support your long-term financial goals.

These articles may make your investment journey a smoother one. 



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How to Maintain a Long-term Approach to Investing

By: Kevin Casteel, CFP®, Financial Planner 

Tempted to push the sell button during market volatility? Rethink your goals instead. 

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'Growth' or 'Value': Which Style Is Best for Your Portfolio?

By: Matt Schmitt, CFA®, Portfolio Manager

Sound portfolio management often is based on a mix of both fundamental investment styles. 

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5 Benefits of an Organized Financial Life

By: Guy Hockerman, CFP®, Financial Planning Manager

Organizing your assets and liabilities benefits you now and your loved ones in the future.  

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The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The opinions and other information in the commentary are provided as of February 22, 2023. This summary is intended to provide general information only, and may be of value to the reader and audience. This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such. Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

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