Show Description:
IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some of the most volatile we have seen in recent years and is causing very real emotions in investors. It is at times like these that IDA exists to serve as a coach and a resource to determine what you should do and what you shouldn’t when it comes to your investments.
In this show you will learn about:
· Why investment performance important is.
· What the right way to define performance is. What are not the right ways to define performance.
· How to think about it properly as it pertains to your short term and long term goals.
· How to properly compare your performance to “the market”.
· What to do if your performance is not meeting your expectations.
For more financial advice connect with us
@ Financial Detox
Website
Buy the Book
Youtube Channel
@ IDA Wealth
Website
Linkedin
Instagram
Facebook
Youtube Channel
Show Description:
IDA currently serves over 1200 families and 100 companies as their fiduciary adviser team. Our clients rely on us through good market seasons and stressful ones. Through an ongoing and interactive financial planning process and an evidence-based investment philosophy our mission is to create financial peace of mind through all seasons of investing. This past 2 weeks have been some of the most volatile we have seen in recent years and is causing very real emotions in investors. It is at times like these that IDA exists to serve as a coach and a resource to determine what you should do and what you shouldn’t when it comes to your investments.
In this show you will learn about:
· Why investment performance important is.
· What the right way to define performance is. What are not the right ways to define performance.
· How to think about it properly as it pertains to your short term and long term goals.
· How to properly compare your performance to “the market”.
· What to do if your performance is not meeting your expectations.
For more financial advice connect with us
@ Financial Detox
Website
Buy the Book
Youtube Channel
@ IDA Wealth
Website
Linkedin
Instagram
Facebook
Youtube Channel