Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ET
Post-Sales and Website Support
888-843-7824
Monday-Friday: 9:00 a.m. - 6:00 p.m. ET
Optical Illusions Reveal the Four Biggest Investor Mistakes
Just as illusions can create a false sense of reality, short-term movements in the market can cause clients to make decisions that appear to protect their investments—but are actually detrimental to their portfolio's long-term performance. Help your clients see past common investment illusions while teaching them behaviors that can help them reach their long-term financial goals.
Learn:
Next Steps
1 | Download or order the Beyond Investment Illusions client brochure |
2 | Within one week, share this brochure with three clients and discuss pages 3-6 |