A common mistake many investors make

It's one thing to agree to a long-term investment plan when you begin working with a financial advisor, but the actual experience of riding out different

It's one thing to agree to a long-term investment plan when you begin working with a financial advisor, but the actual experience of riding out different market movements is harder in practice than in theory. My new blog post addresses how the mental barriers we create for ourselves can impact how we choose to invest and manage our wealth. An advisor's ability to minimize mistakes and get you to stick with a long-term plan is the single greatest skill you should look for. Learn more about how your mental rigidity may cause you to ignore professional investment advice and impact your wealth long term... READ NOW: A Common Mistake Many Investors Make: Mental Rigidity A partial Roth conversion is one of my favorite tools to help clients manage their retirement income taxes, so I get frustrated when I see that tool used in the wrong way. Click here to learn five of the biggest mistakes that can often derail a Roth conversion strategy. There is something that everybody can do to improve their finances... even if it's small. What are your financial goals for the upcoming year? If you feel like you may want a professional to help here are simple ways we can work together. To making money simple in 2020, Peter PS: Check out a few things I've been reading recently... 2020: What a Time To Be Alive (Morgan Housel) The 2010s Market Decade in Review (Fortune) Not Stupid Wins (Above the Market) Lessons From the Past 25 Years (Morningstar) Stop Trying to Raise Successful Kids and Start Raising Kind Ones (The Atlantic) Travel is No Cure for the Mind (More to That) Powerful Visuals (and Colorful Language) For Putting Time in Perspective (Wait But Why)

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Peter Lazaroff, P.O. Box 440113, Saint Louis, MO 63144, United States