Not matching your investments with your financial goals and investment
objectives
Lack of adequate and proper use of research and information
Buying last year or last months "hot item" (Following the crowd)
Too little or too much diversification
Judging long term investments and/or investment strategies on short term performance
Not reviewing and updating your investment portfolio on a regular basis
Failure to understand total return versus yield (after tax)
Emotionally unable to deal with market volatility (bull and bear markets are temporary)
Buying during times of optimism and selling during times of pessimism
Doing little or no tax planning (income & estate)
Lack of self discipline to implement and stay with plan and strategies (staying flexible but disciplined)
Nothing contained herein shall constitute an offer to
sell or solicitation of an offer to buy any security. Such an offer is
made by prospectus only.
or
520.884.7550
jpw@financial-architects.com
3971 E. Paradise Falls, Suite 114
Tucson, AZ 85712
United States