Follow The Rules
To err is human; to put your personal finances in order is divine. One expert shows you eight common mistakes you can avoid.
"Bulls and bears aren't responsible for as many stock losses as bum steers." --Olin Miller
Recently, a new client came in to meet with me. About to retire, he wanted to be sure he could maintain his lifestyle with his current investments. As he pulled out his retirement plan statement, his whole demeanor changed. "I can't believe I've left all this money in a money-market fund for the past six years," he said. "I could have done so much better if only I had invested a little of it in the stock market. I was just so afraid of losing it that I didn't do anything."
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