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9 Investment Pitfalls

High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught us that successful investing requires discipline and the patient execution of a long-term strategy, most especially when it is emotionally difficult. In fact, that is usually the time when opportunities are greatest. In order to help our clients chart a course in uncertain waters, we’ve compiled a list of critical mistakes investors should avoid.

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Heritage Financial Planning, LLC

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their objectives.

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