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Performance is more than investment returns
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Manage episode 247870364 series 1065351
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.
99 Episoden
Archivierte Serien ("Inaktiver Feed" status)
When? This feed was archived on April 07, 2022 07:46 (). Last successful fetch was on May 31, 2021 06:07 ()
Why? Inaktiver Feed status. Unsere Server waren nicht in der Lage einen gültigen Podcast-Feed für einen längeren Zeitraum zu erhalten.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 247870364 series 1065351
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.
99 Episoden
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