Tag Archives: investing pitfalls

  • The S&P 500 and Emotional Pitfalls

    As part of the investment committee for our firm, I often have conversations with clients and our advisor team about all kinds of investment related topics.  We discuss proper allocation, RMD strategies, tax related matters, risk-adjusted return, the merits of diversification, comfortable rates of distribution, the psychology of investing, and the list goes on, and […]