9 Investment Pitfalls

The financial markets reached record highs in 2017, as a result of a growing economy. In addition, complex weather events and political/global developments emerged.  Consequently, it was a challenging environment for investors to navigate.

Experience has taught successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. Balancing ongoing changes can seem daunting.  However, a steady course can help buffer you against turbulence and uncertainty.

A long-term investment outlook requires a personalized strategy.  It should also account for current and future needs.  In particular, pay attention to investment time horizons and your appetite for risk. Realize these factors help ensure your investments can be positioned to work toward your long-term goals.  After all, sticking to your strategies and not letting emotions get the best of you can be essential.

Although it’s impossible to predict financial markets, each downside generally contains an upside potential somewhere else. With discipline and focus, you can strategically turn your dreams into financial realities.

This resource was developed in the hope of helping you identify and overcome some common investment challenges.  Some of the topics covered include:


When markets rally or pull back, seeking out the top to sell or the bottom to buy may seem tempting. The problem, however, is that investors usually guess wrong, potentially missing out on the best market plays.


Not timing the markets is one thing. Another mistake is having too much risk in your portfolio. Risk involves the chance that the investment you choose will perform differently than you anticipate.

Emotional Investment Decisions

A large number of investors lost money in the mortgage-meltdown of 2008. Many cashed out near the bottom, fearing that the markets themselves were collapsing. But even as markets rally, some investors still aren’t taking on enough risk and have their money sitting on the sideline.


Remember that the federal government taxes investment income like dividends, interest, and rent on real estate, as well as capital gains. Thus, it’s critical to efficiently structure your investments to help minimize how much money you lose to taxes.

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9 Investment Pitfalls

9 Investment Pitfalls

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