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Better Not Look

Better Not Look



A bull market seems to encourage us to watch our investment portfolios more closely, which can lead to bad, emotionally-driven decisions. Why do we rush into the hot stocks? Plus, an example of studying an advisor's form ADV, Part 2.

Listeners want to know:

  • What kind of impact would moving investments have on average annual returns?
  • Is paying bills from a checking account or with a credit card better?
  • What do we think of Vanguard's new $ 25-a-month fee per mutual fund or brokerage account?

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Published on 2 years, 6 months ago






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