Improving your investment performance doesn't always mean taking more risk... or chasing the latest trend.

In this video, Peter with Richon Planning and Erin Kennedy break down 4 simple, fundamentals-based ways to improve results without adding complexity:

✔️ Automate and get out of your own way

✔️ Consolidate old accounts

✔️ Define your time horizon before investing

✔️ Save a little more each year

Sometimes the biggest gains come from doing the basics consistently, and avoiding the mistakes that could derail long-term plans. If you'd like to make sure your fundamentals are in place, or if you'd like to talk more advanced planning, please call Peter at (919) 300-5886 or visit www.RichonPlanning.com