On this episode of News Channel 5’s OpenLine, Paul discusses the behavioral and educational challenges that often prevent people from saving and investing effectively, including fear, lack of confidence, and misinformation. He explains key investment fundamentals by outlining the roles of cash, bonds, and stocks within a diversified portfolio and highlights common investor mistakes such as chasing past performance, concentrating investments in individual companies, and relying on unrealistic guarantees. Paul emphasizes the importance of understanding risk, maintaining diversification, and focusing on long-term investment strategies designed to help investors navigate market volatility and prepare for retirement income.
February 16, 2022
Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.
https://youtu.be/Jk2ftueEwCc Most people contribute to their 401(k) and hope for the best. But how do you know if you’re actually invested
What happens when a life insurance policy is sold as a retirement investment strategy? In this episode, we discuss “The Life Insurance
New retirement savings proposals are generating national attention — but beneath the headlines is a much bigger conversation about investor behavior,
