Imagine a client who is very conservative–a risk-averse investor. It’s 1999, and she has watched from the sidelines as tech stocks have skyrocketed. Year after year, she’s seen tech equities beat cash and bonds like clockwork. The client grows convinced that there’s no risk to investing in tech stocks — they only go up. In …
S&P 500
Why Aren't My Investments Doing What I Expected?
Have you ever opened up your investment account statement to find yourself disappointed in the numbers you’re seeing? Many investors are surprised, and often dismayed, by the performance of their investments. The problem might not be the investment, however. It might instead be that you didn’t have a realistic understanding of your investments from the …
