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Year after year, investors underperform the funds they invest in by almost 2%. š¤Æ
Not because of fees or taxes...but because of poorly-timed investing decisions.
In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.
I'm also sharing:
⣠The asset classes with the highest and lowest behavior gap over the last 10 years
⣠The relationship between volatility and investing returns
⣠Three things retirement investors can do to earn more of the returns generated by their investments
---
WANT MORE RETIREMENT PLANNING TIPS?
Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.
š Click here to subscribe and grab your cheatsheet.
---
EPISODE RESOURCES:
š Get Your Free Retirement and Tax Analysis
āļø Grab the Episode Show Notes
š Check Out My New Book: More Than Money
By Taylor Schulte, CFP®4.7
633633 ratings
Year after year, investors underperform the funds they invest in by almost 2%. š¤Æ
Not because of fees or taxes...but because of poorly-timed investing decisions.
In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar.
I'm also sharing:
⣠The asset classes with the highest and lowest behavior gap over the last 10 years
⣠The relationship between volatility and investing returns
⣠Three things retirement investors can do to earn more of the returns generated by their investments
---
WANT MORE RETIREMENT PLANNING TIPS?
Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.
š Click here to subscribe and grab your cheatsheet.
---
EPISODE RESOURCES:
š Get Your Free Retirement and Tax Analysis
āļø Grab the Episode Show Notes
š Check Out My New Book: More Than Money

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