Don Bennyhoff is Chairman of the Investment Committee and Director of Investor Education at Portfolio Solutions. He was formerly a senior investment strategist at Vanguard Investment Strategy Group, where he worked for 22 years.
An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.
The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.
There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.