Paul has seen more clients wanting to put half of their money with one company and half of their money with another to compare portfolios. To most investors, that seems like a smart idea. It gives you an opportunity to see how each portfolio will perform. Today, Paul explains how it’s a recipe for judging a portfolio based on past performance, marketing timing, and how it can hurt instead of help your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
“Just Do These 5 things”: A Product Pitch Disguised as an Educational Article
November 20, 2024
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”