Diversification Delusion: Why Most Investors Fail
Study after study shows that investors are not getting good returns and that many Americans are unprepared for retirement.
This workshop looks at why so many investors fail, then helps you understand how to escape investment traps and get your retirement on the right track.
What You WIll Learn
If you’re working with one of the biggest investment firms, you might be surprised when you watch this webinar. Fidelity, Vanguard, Edward Jones, American Funds, Raymond James, and other top firms regularly make this mistake in their portfolios. Why? Because it’s easier to sell you products! If you don’t stand for something, you’ll fall for anything. Do these big-fund companies stand for anything?
Study after study shows that investors are not getting good returns and that many Americans are unprepared for retirement. If the big firms are doing their job, then why are so many Americans struggling in retirement?
Watch this video, and you might be surprised by what you learn. Your retirement may depend on it.
ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
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