This post was authored by Will Kelly, Managing Director, at our partner company United Capital Management.
The financial services industry tends to focus consumers on the wrong things. Here are a few bits of truth:
- Your personal financial goals are not directly tied to how XYZ Fund performs against the S&P 500 on a particular day.
- Your lifestyle in retirement will not be dramatically affected one way or another based on choosing the latest and greatest fancy proprietary investment instrument.
- There’s little discernible difference between investments of a given asset class.