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The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.

 

Optical Illusions Reveal the Four Biggest Investor Mistakes

Just as illusions can create a false sense of reality, short-term movements in the market can cause clients to make decisions that appear to protect their investments—but are actually detrimental to their portfolio's long-term performance. Help your clients see past common investment illusions while teaching them behaviors that can help them reach their long-term financial goals.

 

Learn:

  • Why most important fundamentals of investing are counterintuitive
  • How impulsive decisions fueled by short-term market movements can damage long-term results
  • How investor behavior can affect investment returns far more than market performance
Resource icon Resources

Client Brochure

Client Presentation

Click here to order materials

 

Next Steps

1 Download or order the Beyond Investment Illusions client brochure
2 Within one week, share this brochure with three clients and discuss pages 3-6
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