The market dropped this week and speculation about the Delta variant played a role. Today, Paul and his team discuss the article “Why Investors Can’t Kick the ‘Past Performance’ Habit” in the WSJ and why investors are quick to fall back into early pandemic habits. Listen along to hear how investors lose out when they look for simple explanations for market trends. Later in the episode, Paul explains why mutual fund companies’ asset allocations and market predictions don’t add up.
You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.