Unlocking Success in Rising Markets

In today’s episode, we discuss disciplined investing, mastering your emotions, and thriving in the upward momentum of the market.

We kick things off by analyzing the performances of the S&P 500 and NASDAQ this year, then discuss “window dressing”. 

Ever heard of it? We’re shedding light on this practice where portfolio managers adjust their holdings quarterly, and we’re exploring the role of market psychology. Be cautious during September – a historically bumpy period for the market.

But hold on, it’s Fear of Missing Out (FOMO) time! We’re getting into the nitty-gritty of the fear that surfaces when the market is on fire. Our advice? Don’t let it sway your investment decisions.

Patience and precision are key. We’re here for the long haul, prepared for whatever twists and turns the market brings.

Here’s to wise investing,

Brett Pattison and Brian Hunsaker

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