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Home / Expert Opinion / Money Management: Understand investor personalities and work with them

Money Management: Understand investor personalities and work with them

The stock market continues to reach new highs (second-longest bull market in history) and investors have different perspectives on future strategies. At times they are either overly concerned or optimistic — both of which can lead to imprudent investment decision making. Investors have personalities/behaviors and a good money manager understands each client’s personality type and ...