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WHEN IT COMES TO
SUPPORTING YOUR BIG IDEAS,
HAVING YOUR FINANCIAL
HOUSE IN ORDER GOES A LONG
WAY.

Nine principles of investor behavior to help stay on track


Neither investors nor financial advisors can control the economy, markets, or future investment performance. The only thing we can control is our behavior. Successful investors maintain and stick to a plan. Unsuccessful investors react to market movements. Our job as financial advisor’s is to keep clients from turning temporary losses into permanent losses by leaving the plan and becoming victim.
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