Welcome to the pursuing a better investment experience series. We are going to review two topic points regarding market headlines and what you can control, let’s get started.
Daily market news and commentary can challenge your investment discipline. Some messages stir anxiety about the future, while others tempt you to chase the latest investment fad. When headlines unsettle you, consider the source and maintain a long‑term perspective.
Avoid reactive investing:
A financial advisor can offer expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience.
Overall, the two key points to remember are:
This concludes the final video of the Pursuing a Better Investment Experience series. To learn more, check out our other videos!
Diversification does not eliminate the risk of market loss. There is no guarantee investment strategies will be successful. For illustrative purposes only.
The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. “Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. Please click here to read the full text of the Dimensional Fund Advisor Disclaimer.
Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in wealth management for the middle-class millionaire.
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Traditional IRA or a Roth IRA: Which Should You Choose?
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