Is It Enough To Be “Happy” With Your Investment Results?




Paul Merriman show

Summary: This podcast was motivated by an email exchange in which Paul tries to motivate an investor to consider a simple change that might add almost 1/2 percent a year. The response to his suggestion is one of the biggest challenges educators and advisors have: "You are probably right but I'm happy where I am."  Paul's concern is that most investors don't really understand the impact of the 1/2 percent difference.