Focus on What You Can Control
To have a better investment experience, people should focus on the things they can control.
It starts with an advisor creating an investment plan based on market principles, informed by financial science, and tailored to a client’s specific needs and goals. Along the way, an advisor can help clients focus on actions that add investment value, such as managing expenses and portfolio turnover while maintaining broad diversification.
Equally important, an advisor can provide knowledge and encouragement to help investors stay disciplined through various market conditions.
To read similar articles, see the SFA 8-Part Series.
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