July 05, 2023

This Investing Mistake Cuts Returns in Half

22 minutes

Ignore the advice to buy and hold at your own peril. This research-rich deep dive unpacks the ways in which your biggest investing hurdle…is yourself (and 3 tangible tactics for overcoming!).

Transcripts can be found at podcast.moneywithkatie.com.

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Mentioned in the Episode

Money with Katie on how the average 10% might not happen in the future due to overpriced assets: https://moneywithkatie.com/blog/why-do-people-say-stocks-are-overvalued-right-now

Dalbar's Quantitative Analysis of Investor Behavior: https://wealthwatchadvisors.com/wp-content/uploads/2020/03/QAIB_PremiumEdition2020_WWA.pdf

Money with Katie 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner

How to Diversify Outside of the Total Stock Market: https://podcast.moneywithkatie.com/how-to-construct-a-diversified-stock-portfolio-of-major-index-funds/

Why You Shouldn't Try to Time The Market: https://moneywithkatie.com/blog/why-you-shouldnt-try-to-time-the-market

JP Morgan Asset Management Analysis Graph on Impact of Being Out of the Market: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/guide-to-retirement-slides/guide-to-retirement-investing/gtr-impact/

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