Financial Questions Everyone Has: The Life Insurance Retirement Trap
June 1, 2026
What happens when a life insurance policy is sold as a retirement investment strategy? In this episode, we discuss “The Life Insurance
- Published
- Updated
- April 8, 2022
- 4:32 pm
Why investors get bad investment returns
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Studies have shown that asset allocation is the single-largest factor for investor returns. The latest QAIB report from DALBAR revealed that asset allocation investors and advisors aren’t even outpacing inflation. So what’s going on? Today, Paul covers why style drifting and portfolio chasing are killing investor returns and how to know if your investments are victims of these practices.
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Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.
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