Sep 30, 2024
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