Episodes

Wednesday Oct 09, 2024
The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 1)
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Today, Paul talks about how conditioned investors are to hear about market updates, speculation about interest rates, and updates on specific companies’ stock prices. All of these things either confuse investors about what matters most or force them to get out of investing altogether. Listen along as Paul talks about three specific portfolios he’s seen in the last month and how these bad practices have snuck into clients' investments in places you might not think to look.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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