In this week’s podcast I am talking about how individual investors, those who go it alone, do versus having a financial advisor. My data is from DALBAR’s annual survey of investors and their performance.
You’ll find it fascinating. I’d also encourage you to analyze your current performance versus that data. It will help you frame your investment decisions going forward.
See how you compare to the survey results in the podcast below:
In a world bombarded by distractions, finding your focus can
In this episode, we breakdown a recent memo by Howard
In today’s episode, we discuss disciplined investing, mastering your emotions,
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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.
