Quit Comparing Your Investment Success – Or Lack Thereof

Investors often switch advisors during a market downturn because they are disappointed in their return on investment and believe that they could do better elsewhere.  But research shows that staying invested – rather than liquidating your portfolio and starting all over again – is necessary to achieve the long-term performance that is required to support your retirement goals.  Sounds like a pretty clear case of FOMO to me.  This article makes recommendations that can help strengthen your conviction and build the patience and resilience that your portfolio requires.

Want to learn more?  Watch my recent appearance on Larry Berman’s Investor’s Guide to Thriving series in which we discuss the technical and emotional aspects of pursuing your retirement goals and join me on November 2nd for a webinar on How Planning Improves Savings and Investments Decisions 

Let’s see how UPotential’s planning services can help you reach your potential.