Here's The Prescription

Jan 18, 2019 | Charles Cullen


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Without the guidance of an advisor, the self-medicating investor might overreact to short-term market volatility by selling some of their investments.

Improving someone’s financial health is a lot like improving their physical health. The challenges associated with pursuing a better financial outcome include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan.

 

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