Archive - March 27, 2015

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The Top 10 Investment Pitfalls You – or Your Advisor – Often Commit

The Top 10 Investment Pitfalls You – or Your Advisor – Often Commit

Here are the top 10 investment pitfalls I often see individuals AND advisors committing.

If you’re a “do it yourself” investor, review this check list (below). If you’ve entrusted your investments to an advisor, there’s no guarantee he or she may not be committing some of these avoidable errors!

Error #10 – The left hand doesn’t see what the right hand is doing.

Splitting up your money amongst various managers “to see who does best” is a terrible idea. “Joanne” has a $3 million portfolio divided amongst 3 managers. One manager takes a very conservative tack, while another manager uses …

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