Investment Planning- 6 Mistakes Investors Make

posted Aug 23, 2016, 9:31 AM by Janelle deRocquigny   [ updated Aug 23, 2016, 9:51 AM ]

There are literally hundreds of products and strategies that can impact the success of any clients’ financial goals and dreams. However, the area that's fraught with the most confusion, seemingly conflicting advice and emotion, is the area of investment planning

However, the area that's fraught with the most confusion, seemingly conflicting advice and emotion, is the area of investment planning.

In this seminar, we unpacked the six mistakes investors make that keep them from having the kind of' investment success they desire.

Topics we covered:

  • Why a daily consumption of investment news can actually hurt investment performance and not help it.
  • The brain's emotional centre (the amygdala) may have a bigger impact on investment success than the thinking part of the brain (prefrontal cortex).
  • The one strategy that will drive 95% of your long-term investment success.
  •  The role of contrarian thinking when managing a portfolio.
  •  This one strategy can dramatically cut the taxable income generated by your portfolio.
  • What's the real impact of geo political events on portfolio performance?


Your situation is unique.  We recommend you contact our office at 204.977.8022 orjderocquigny@assante.com in order to set up a meeting or telephone appointment with Shaun to discuss your individual situation. 

If you would like to receive invitations to future events, please contact the office at 204.977.8022 or email jderocquigny@assante.com in order to be added to our invitation list.