At Mohlman Wealth Management, we base our client's portfolio on 7 Key Factors:

1. Modern Portfolio Theory is the backbone of sound portfolio construction. Diversification and risk control is key to client success.
2. Efficient Market Hypothesis states that the market is usually priced correctly.This explains why most managers seldom beat the market index.
3. Stay Invested for the long term. Efforts at market timing rarely succeed.
4. Be Prepared to take short term action. Volatile markets provide opportunities dependent on immediate action.
5. Fundamental valuation and comparisons to historic norms balance emotional bias in times of uncertainty.
6. Short Term claims that "this time is different" rarely hold true over the long term.
7. Our global economy demands that you invest globally.