The Investor Coaching Show with Paul Winkler
Business:Investing
Most Investors Know the Rules of Investing But Their Advisors Aren’t Following Them
Paul starts the show talking about how most investors are overweighted in seven large US companies and don’t even realize it. This is because advisors and investment firms know the basic tenets of investing but don’t follow them. Paul finds that most investors already know the rules of investing and are surprised to find that their investment providers are disguising these practices and calling them other things. Later in the show, Paul shares a study called “The Misguided Belief of Investment Advisors,” which explains why your advisor's portfolio is probably performing worse than yours.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Create your
podcast in
minutes
It is Free