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Are you ready for the holiday investment discussion that happens at many family gatherings?  Want to share some unique perspectives and investment truths that your family may have never considered?

In the video message below, I share some unique facts about the psychology of investing, what drives our financial decision-making, and I highlight three important investing truths to contemplate:

  • Excitement neurologically inhibits our ability to make sound financial decisions
  • A diversified portfolio may be boring, but has real tangible benefits
  • Like the tortoise, a slow and steady approach often is a more reliable way to get you to your goals

Hope you enjoy!


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