At VFG we utilize evidence-based investing. So, what exactly is evidence-based investing? The clearest way to explain it is with a simple comparison—one that highlights the difference between opinion and research, between noise and knowledge.
The Bad Doctor
Imagine you haven’t been feeling well for a couple of weeks. A lingering cough, body aches, maybe a low-grade fever. Eventually you decide it’s time for a check-up.
The doctor runs tests, invites you into the office, and says:
“Mary, based on my reading of the literature…”
Then he reaches over and pulls out a copy of Women’s Health magazine.
How confident do you feel now?
Probably not very.
While lifestyle magazines can be interesting, they are not the sources you want guiding real medical decisions. They’re written for broad appeal and entertainment—not for diagnosis.
In the investment world, this kind of “advice” comes from:
- Financial TV personalities
- Magazine headlines
- Market predictions and forecasts
- The “hot product” of the month
Interesting? Yes. Evidence-based? Not even remotely.
So you decide to seek a second opinion.
The Good Doctor
You visit another doctor. Same symptoms, same tests. But this time she sits down with you and says:
“After reviewing your results—and the literature…”
Then she reaches for the New England Journal of Medicine and the Harvard Medical Review.
She explains, calmly and clearly:
- There’s a defined probability it’s Condition A.
- Here is the treatment supported by clinical evidence.
- If it turns out to be the less likely Condition B, here’s the backup plan.
Now how do you feel?
Better. More grounded. More confident.
Because this doctor isn’t guessing. She isn’t winging it. She is using research, not noise, to guide your care.
The Financial Equivalent of Peer-Reviewed Medicine
Investing has its own equivalents to medical journals:
- The Journal of Portfolio Management
- The Journal of Finance
- Academic research from leading universities
- Studies from the American College of Financial Services
- Evidence-based analyses on markets, risk, diversification, and investor behavior
This is where professional-grade investment guidance comes from.
Not from predictions. Not from sales incentives. Not from performance chasing. And certainly not from headlines.
What Evidence-Based Investing Means for You
As a successful, high-net-worth investor, your financial life isn’t shaped by a single product or tactic. It’s shaped by the quality of your decisions over time.
Evidence-based investing helps ensure those decisions are:
- Rooted in data, not speculation.
- Driven by process, not emotion.
- Built for long-term outcomes, not short-term excitement.
- Aligned with research, not trends or fads.
- Integrated with your tax planning, income strategy, and estate objectives.
- Personalized to your values and the life you want to build.
At Valdez Financial Group, this is more than an investment philosophy—it is the foundation of how we serve our clients. You deserve advice grounded in research, delivered with clarity, and aligned with your long-term purpose.
No noise. No hype. No guesswork.
Just evidence. Just discipline. Just a better way to invest.
See What Evidence-Based Investing Looks Like in Your Portfolio
If you have $500,000 or more in investable assets and want your money managed with the same rigor you would expect from a top medical team, we invite you to take the next step.
Start with a no-cost, no-obligation Right-Fit Discovery Call.