Considered one of the world’s leading life and business strategists, Tony Robbins, who is also a best-selling author, has become influential on investment matters. In a recent Forbes article, Robbins discusses investment advice and the good and bad investments he’s made in his life. 

Robbins has interviewed such icons as Warren Buffett, Ray Dalio and Carl Icahn and found a common theme among them when it comes to investing strategies, including the following:

  • They’re “obsessed” with asymmetrical risk/reward. While most people believe these men have taken huge risks to make their money, they are actually people who actively study risk and reward as they make decisions.
  • They seem to be just as focused on how not to lose money as they are on how they can make it.
  • They take a close look at how their investments will be impacted by taxes.
  • Asset allocation is laboriously studied, giving them clues as to how to diversify their asset classes.

Robbins is in a position now to gain access to these icons, but that wasn’t always the case. In the article, he talks about an investment he made as a 23-year-old. He got a “tip” from a wealthy person driving a Rolls Royce. The tip was about a penny stock, and he jumped on it, investing around $4,000. It quickly “went to zero,” and the company folded. This was a learning moment: If something sounds too good to be true, it probably is.

You may not be talking with world-famous authors about your future, but if your advisor talks with you about risk and reward, they should remind you that there are no real promises in stocks. While there are historical trends and patterns, no one can actually predict the future. (All you can do is plan for it!)

Getting the Right Help

Just like you look carefully for a medical or construction professional, it’s critical to look closely when evaluating an investment advisor. Look for objective advice – such as that provided by a fiduciary, or a member of NAPFA. These types of advisors are dedicated to client-first thinking. Avoid sales pitches and short-term promises. Skilled advisors know success typically comes from longer-term investments, and they’ll help to dissuade you from making rash decisions.

At Family Investment Center, we’ve operated as fiduciaries since we opened our doors. Our motivation is to assist you in realizing your investment goals, and we never take a commission. We’ve committed ourselves to our clients with a team approach, leaving no stone unturned when it comes to finding the best options for reaching investment goals. Contact us and let’s talk about where you want to be. Then let’s get there together.


Let’s plan for some serious freedom.

Get Started