Episodes

Friday May 24, 2024
What Are Your Portfolio Returns YTD? Not a Good Question for Investors
Friday May 24, 2024
Friday May 24, 2024
Curiosity and education are important in the financial process, but there are some questions that are not good for investors to be asking. After Paul worked with someone this week who got troubling financial advice from a family member, he wants to remind investors that questions about the short term past-performance of an investment are generally not helpful. Listen along as Paul and Ira explain why this kind of thinking leads people to market timing and risky investing decisions.
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