Over your investment lifetime, the odds are high that you will confront many nerve-racking downdrafts, corrections, and crashes. You will also participate in expanding bull markets.
In those times of expansion, you may be tempted by popular, but pricey, investments. Educated clients stand a greater chance of avoiding the classic emotional mistakes that plague investors at extreme market highs and lows.
Buying when the mood is euphoric or selling when everyone is panicking can irreparably harm your portfolio. We feel it is our obligation to educate our clients on investment strategy and risk management, so that they have the necessary conviction to stay on course.