Paul Winkler, Inc. · Relax about money
What Wall Street doesn't want you to know about your investments
In this short video, Paul walks through the most common investing myths — and explains the Nobel Prize-winning research that should be driving your portfolio instead.
What you'll learn in this video
MYTH 01
Great companies make great investments
Widely admired stocks may already be priced so high that future returns are limited. Popularity and performance are not the same thing.
MYTH 02
Active fund managers can beat the market
The vast majority of active fund managers fail to match the returns of the market they invest in. The reason comes down to market efficiency — a concept that earned the Nobel Prize in Economics.
MYTH 03
Index funds are always the smart choice
Standard index funds are weighted toward the largest companies — which may have lower expected returns than smaller ones. They can also be used to time the market, working against the very reason people buy them.
MYTH 04
Past performance predicts future results
Investing based on a fund's recent track record is one of the more reliable ways to buy high. Markets go up and they go down — what drives long-term returns is how a portfolio is structured, not how it performed lately.
See how your portfolio stacks up
Schedule a complimentary 15-minute phone call with our team. We'll take a look at what you have and tell you honestly whether it lines up with what the evidence says about investing.
"The more you understand about what you're doing and why, the more confident you become as an investor — and more confident investors tend to be more successful investors."
— Paul Winkler
Schedule your 15-minute call