Oliver's Insights: Nine common mistakes investors make
Hopefully you were able to spend time with family and friends over the holiday period - which is a distant memory now!
The practice has had a very busy start to 2021 with several new staff joining to ensure we continue to provide a high level of client service. You may have had contact with the new team members already: Carmen Gibson joined as Team Leader of the admin support team and Sarah Boehm and Margaux Ricourt joined as new Client Service Specialists along with a number of new administration staff.
We were sad to say goodbye to a long term and valued staff member in Michael Cirson. Michael informs us is enjoying his retirement and first grandchild very much, along with his much loved golf!
In addition, we continue to enjoy meeting with clients who have joined us from other practices, along with our existing clients.
For your interest, Dr Shane Oliver, Head of Investment Strategy and Chief Economist takes a look at the nine most common mistakes investors make.
The key points are as follows:
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Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong
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As a result, it’s often wise for investors to turn common sense logic on its head.
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The easiest way to avoid many of these mistakes is to have a long-term investment plan that aligns your financial goals with your risk tolerance
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MBA Financial Strategists Pty Ltd
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