When it comes to wealth management, good years include bad days

Posted by Pat Bohen

Mar 25, 2019 3:17:02 PM

In the stock market, good years include bad days. They even include bad quarters. Friday, March 22nd was a bad day for the S&P 500, declining nearly 2% in a single day. This bad day was preceded by an abysmal fourth quarter which saw a 13.5% decline. Market declines like this cause all types of investor reactions, most of them to the investor’s detriment.

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Topics: wealth management, investors

Quelling Myopic Loss Aversion

Posted by Chad R. O'Connell AIF

Oct 28, 2016 6:37:00 AM

The Information Age has changed our lives. It has never been easier to access information. Good things have come from this technology: connecting with friends across the globe, communicating with colleagues more efficiently, learning about unusual subjects.

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Topics: wealth management, investing,, investments, investors, investment performance, myopic loss aversion, market performance, dopkins wealth

5 Investing Principles Savvy Investors Know

Posted by Chad R. O'Connell AIF

Oct 31, 2015 1:50:00 PM

If the majority of investors understood the true benefits of a buy-and-hold strategy, some of the thousands of trades placed each day would likely not be made. Likewise, some of the products that thrive on being complex would see a not-surprising decline in popularity — if investors knew about their many disadvantages. The following are 5 key investing principles that investors should know.

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Topics: investing,, investments, investors

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