In this episode, we discuss common emotional missteps when it comes to investing and how to get on track. There will be some great examples of how behaviors and perspectives led to poor returns over long periods of time.

•Clients often experience envy when comparing their portfolios to the stock market.
•Investors often want to follow the herd when making investment decisions.
•In addition, we discuss the value of diversification and limiting downside risk to increase long-term returns.

We are breaking down behaviors and much more!

If you want to build a strong portfolio and learn how to manage it, this episode is for you!

✅Contact Thatcher at [email protected] with comments and questions!

Are you over age 50 and need retirement help?

🤝 Schedule a free consultation http://www.propathfinancial.com/schedule-an-appointment

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this blog should be viewed as investment advice. If you have questions pertaining to your specific situation, please contact us at 435-238-0603.

✅Contact Thatcher at [email protected] with comments and questions!

Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started

Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.