Maili joins Satya Pradhuman, CEO of Cirrus Research, and Bill Kan of Candent Capital to discuss the following topics:
• Market Drawdowns and how one internalizes a correction
• Drivers of common investor reactions; investor biases such as overconfidence, loss aversion, recency effect, etc.
• Is Reddit a good thing? Being “expert” can also create hurdles. Its not simple, but a solid framework allows for the vagaries of the market
• Roadmap- Specific ideas on how to pattern your financial planning. A little bit of discipline goes a long way.
If you’d like to schedule an appointment with me or my team, please contact us at 778 655 2410 or use the chat feature or contact form in the footer below.
I look forward to connecting with you again soon.
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager
Senior Wealth Manager
If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778 655 2410 or email us at [email protected]
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