Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with
an update on the opening of a new office location in Hyannis for the AMR Team. They
also discuss the recent Federal Budget deal and what it may mean after the November
election. Chris and Jeff next review a recent Morningstar article titled "How can
investors capture a greater share of their funds total returns in the future" (see link to the
article below). The dialogue shifts to an in-depth look at how behavioral and
psychological factors can harm investment performance. The conversation also includes
an overview of the financial principles of asset allocation, diversification, and
rebalancing.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
https://www.morningstar.com/personal-finance/fund-investors-who-kept-it-simple-
captured-more-return
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