Defusing Emotions: An Advisor’s Role in Disciplined Long-Term Investing

A solid long-term financial strategy should be logic-driven. However, clients’ emotions often lead to poor decision-making, proving detrimental to their futures.

Defusing Emotions: An Advisor’s Role in Disciplined Long-Term Investing explores:

  • The “Guess Right Ratio” and its actual gains
  • The triggers that can lead to poor decision-making
  • The pitfalls of the psychology of investor behavior
  • The steps advisors can take to provide expert guidance
  • And more!

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CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
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