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Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors

 

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.

Sincerely,
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 thewonggroup@wprivate.ca

 

 

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ©2022, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca 

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