do smart people make big investment
are the 7 preventable 401k mistakes, and
what are their impacts on your
retirement date and lifestyle?
you spend 0.5% more in fund expenses
then you need to, you will delay
your retirement by 1 years and 10
every 2% that your funds under-perform
the market averages, you
will delay your retirement by 3
years and 10 months.
you invest too
retirement nest egg will
under-perform inflation, and may
have 14% less purchasing power
when you retire.
your holdings by 10%, reduces
fluctuations by 20%.
your portfolio after advances or
declines will increase your
retirement nest egg by 3%.
in to emotions
of greed and fear, and
buying and selling too frequently
can mean working 10 extra years
and having a 20% smaller nest egg.
all of your
time thinking about how to
improve your investing results, or
worrying if you'll have enough money
to retire with your desired
lifestyle - priceless
do you know if a Visible Investor can
Did you sell
a stock to protect a gain only to see
it make a huge advance afterward?
Do you hold
on to losing positions waiting for them
to return to your purchase price so you
don't have to realize a loss and admit
that you made a mistake?
resist buying a hot stock, market sector
(like oil), or mutual fund, until it
reaches heights you never thought
possible and then you buy in—just in
time for an immediate reversal down?
Did you lose
money in the stock market and swear
you'll never go back in?
Do you fall
in love or hate certain stocks?
Do you feel
the stocks you know (local companies or
large companies whose products you buy)
are less risky?
confident in your ability to outperform
calculate your returns and compare them
to appropriate benchmarks?
didn't own the stocks, funds or bonds
you currently own, would you buy them
for the price that you could sell them
delay participating in your 401(k) or
other retirement plan?
us today to discuss your personal situation.