In this episode of The Confident Wealth Podcast, Bill Bush and Pete Bush, Advisors at Horizon Financial Group, continue their series on how financial advisors offer value. This time, they discuss planning and managing investments including the typical mistakes that investors make and how advisors can help them avoid those mistakes.
3 Key Points:
- “The herd is usually wrong. They’re always doing the thing that they shouldn’t be doing.”
- “Most people don’t make one of these mistakes isolation, they make them in conjunction with each other.”
- “Make sure you worry with someone.”