Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Harold Evensky, CFP® discuss strategies and mindsets that help investors see the bigger picture in their investment strategies. Harold explains how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.
Would you be prepared if your income abruptly ended?
Advertisement
Doug has created a list of tips for investors who might work in unstable professions, such as startup companies or self-employed. To get the list of tips, download the PDF file in today’s show notes on the Goldstein on Gelt website.
Advertisement