Hightower Podcast: Collective Wisdom

Performance is more than investment returns

Informações:

Sinopsis

David Molnar of HighTower San Diego says that investors and advisory clients need to evaluate results based on progress toward goals rather than being focused primarily on investment returns. Focus solely on results, Molnar says, and you will miss out on the true planning and control benefits that come from planning, and that lead clients with advisers ultimately to have superior performance to do-it-yourself investors.