Canadian research found that people who had a short-term relationship with an advisor had about twice as much money as the control group, and those with a long-term relationship with an advisor had 2.73 times the wealth as the control group. Dr. Daniel Crosby discusses the three Es of effective investing that can help investors evaluate their portfolios and make better decisions about their investments and finances overall. Working with a financial professional can help address all three Es. Find out why here. Read more about the study referenced: ​​https://www.investec.com/en_gb/focus/coronavirus/daniel-crosby-how-covid-19-will-change-the-way-we-invest.html

Over the last 20 years, the market has returned an average of 8.25% annually, but the average investor has earned just 4% of that due to poor investment behavior. My guest, Dr. Daniel Crosby, is here to discuss that. Dr. Crosby is a psychologist and leading behavioral finance expert who helps organizations understand the intersection of the mind and the markets. Here are the top four behaviors Daniel has identified as the primary tendencies people have can limit their market returns.

The Fed stated on Wednesday that they’re raising rates 50 basis points, or half a percent. Chairman Powell also stated that a 75-basis-point hike in the future wasn’t on the table and provided some optimistic commentary on inflation. This reveals a potential positive out there for stocks over the medium- and longer-term because if the Fed talks tough on inflation, yet they don’t raise rates as much as feared, then we have a natural backing off of inflation. Hear more about the three headwinds on stocks and what else is working right now on this episode of the Protect Your Assets Market Briefing.

Stocks this week saw the biggest gain and the biggest one-day loss than we’ve seen for the entire year. What happened? Markets were shrugging off Chairman Powell’s commentary, pricing in a 75-basis-point raise hike—even though that’s not what Chairman Powell said. China’s PMI crashed and the markets didn’t like it. What should you make of last week? This week’s market briefing explains.

Taxes are going to go up, it is inevitable. However, what can you do to minimize the impact it has upon your retirement plans? Find out in this Protect Your Assets Market Briefing.