The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
No longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
While investing is considerably more complicated than most illusions, the market can also take advantage of our natural reactions. In fact, the most important principles of investing are almost all counter intuitive by comparison. Many times the natural reaction to a market situation can be counter-productive at best or a serious setback to your financial goals at worst.