Avoid these common mistakes when it comes to your investments! Bob and Shawn discuss the 10 ways they often see clients sabotaging their investment portfolios. They emphasize the importance of discipline, wisdom, and seeking counsel in making investment decisions.
Whether it is a client making large frequent withdrawals or even treating their investment portfolio like a savings account, there are many ways to sabotage your investment portfolio without knowingly doing so. They stress the long-term consequences of these behaviors and the need to be good stewards of one’s finances.