How Are Investments Like a Bar of Soap?

Bar_of_soap

The return of volatility has prompted many investors to make knee-jerk reactions. The noise in the media can be confusing to investors, and here’s a great opportunity to provide your clients with understanding about the markets — invite them to our Quarter-in-Review webinar.
 
This quarter we look at the difficulties of trying to beat the market…and show how investments are like a bar of soap.
 
Join me and Sheldon McFarland next Tuesday, October 28, at either 10 am or 5 pm PT. We’ve included a sample client invitation below.
 
If you have access to MyAdvisorCenter you can preview the presentation slides under Communications->Clients->Quarter-in-Review. You can also view a PDF of the presentation on our website under Commentary & Publications.

 
Register for 10 am
 
Register for 5 pm
 
Click here for sample client invite
 
IRN R 14-450

What Do the World’s Deadliest Animals Have to Do with Investing?

BiggestKillers_final_v8_no-logoAs much as we all like to think of ourselves as rational, occasionally we worry about things we probably shouldn’t. Here’s an example: what worries you more, getting bitten by a shark or a mosquito? If you said the shark you might want to think again.
 
Check out the infographic on the World’s Deadliest Animals which shows that although 10 people a year die from shark attacks, 725,000 die from mosquito bites. Sometimes when we focus on the wrong thing, it causes us to make poor decisions, including with our investments.
 
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Help Your Clients Avoid Being Bit by Their Own Behavior

BittenOn a recent routine run I got the surprise of my life when I was bitten by a rattlesnake. My experience that followed made me reflect on some similarities to investing.
 
Do you know what you’d do if you were bitten by a rattlesnake? Your first instincts might be to apply a tourniquet to the bite area or attempt to suck out the venom from the bite area. But either of these could actually make things worse.
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