Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss five deadly mistakes investors can make.
Control the controllable and let everything else just happen. — Mark Matson, Matsonisms
Listen in on this episode as Margie and Jim explore ways to structure for success and let it happen.
(2:00) Do you have confidence in your financial future?
(3:50) We advocate for scientific principles, shown over time and audited by a 3rd party.
(7:50) Mistake number one, too much money in one stock or asset class
(9:11) Number two, mistaking portfolio activity for control
(11:40) Valuing financial gurus, past performance, and the cost of turnover
(12:51) Using a mantra like this, “I’ll stop when I get even”
(14:00) And, seeking individual stocks or indicies, the perfect time or valuing, not rebalancing
(13:35) Empowering today’s investor
(18:00) MorningStar ratings study
(19:40) Conflicts of interest and fiduciary responsibility – Violation Tracker
(22:54) Case for diversification and the application
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