Are You a Successful Investor?

It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”.

For most, this is a hard question to answer. Too many people get sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t?

In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am I a successful investor?”.

These THREE steps are the foundation for investing and they are what we help our clients with every day. As you listen, write these steps down and see if you can answer the question, “Am I a successful investor?”.

Here’s to wise investing,

Brett, Brian, and Spencer

Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.

Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.

All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

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