At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach.

A coach will help you transform your experience with money and investing in a new and powerful way. 

Index vs Structured Funds/ Returns Paradox

Index vs Structured Funds/ Returns Paradox

When it comes to investing we’d like to think we make all decisions based on logic; however, that is often not the case. Our emotions and instincts are not a reliable compass when it comes to investing and they often lead us to do the wrong things at the wrong times. There are psychological traps, triggers and blind spots that cause investors to act irrationally. The media and investing industry aren’t much help in this area and can profit from these behaviors. In this session we will take a deeper look into this topic and discover some steps you can take to help you avoid these traps.


The following quotes are taken from theQuantitative Analysis of Investor Behavior, 2019’.  DALBAR, Inc.  31 December 2018

“The results consistently show that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.”


“To make a difference, practitioners must educate their clients to understand and recognize these biases so that they are less likely to succumb to them. Without awareness, how can the behaviors ever adequately be addressed?”

‘Quantitative Analysis of Investor Behavior, 2019’.  DALBAR, Inc.  31 December 2018.  Print.  Page 3 and  Page 5.

Event Properties

Event Date Thursday, October 17, 2019 10:00 am
Event End Date Thursday, October 17, 2019 12:00 pm
Location
SmartPlan - Jupiter, FL
711 W Indiantown Rd, Jupiter, FL 33458, USA
SmartPlan - Jupiter, FL
We are no longer accepting registration for this event

Do you have questions about your financial picture? Let's talk about it.

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach. A coach will help you transform your experience with money and investing in a new and powerful way. Explore our upcoming events and talk to a coach today to be registered into the coaching program.