5 Common Investor Mistakes
Taught by Stephanie Genkin, CFP®
Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™. Previously, she was a senior television news producer at CNN covering business, economics and personal finance. Her career explaining complicated money issues began more than 10 years ago when she landed a gig at CNNfn and she's been hooked ever since. Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is an active member of the Financial Planning Association of New York and is frequently quoted in the media (Yahoo Finance, USA Today, Huffington Post, MSN Money, AARP and others) on personal finance issues.
I've got bad news for you: You aren't beating the market. You aren't even coming close. A 2015 study shows that the 20-year annualized return of the S&P 500 was more than 8.2% while the annualized return for the average mutual fund investor during the same period was only 4.7%. Why is there a 3.5% gap?
Investor behavior is the #1 reason investors fail to earn market returns.
In this class, you will learn 5 of the most common investor mistakes; why you make them, how these actions cause you to lose money and simple practices investors like you can adopt to achieve better investment returns.
This class is for anyone currently making their own investment decisions in a 401k, 403b, IRA or brokerage account or seeking to understand how to work better with an investment advisor.
Please note: This class is concept-based and accessible to both beginner and more experienced investors. Knowledge of statistics is not required.