It’s natural human behavior in times of stress to reevaluate the current situation to find answers. This story rang true for many investors of globally diversified portfolios as the sharp declines of early 2016 caused some to examine their asset allocation and question if they were still making the right decisions. In fact, many investors follow their emotions and struggle to separate those emotions from their investment decisions. Often, following a reactive cycle of excessive optimism and fear leads to poor decisions at the worst times.
Here is a picture of what that emotional investing cycle looks like.
As professional advisors and fiduciaries of the precious resources clients have entrusted us to manage, we have answers that we feel will help our clients and those we care about have a successful investment experience. Here is what we found.
To Have a Successful Investment Experience… Read more