Latest / The Investor Coaching Show with Paul Winkler

Is Owning the S&P 500 Enough for Retirement?
Paul and Jim tackle the overconfidence that many investors have in large U.S. stocks and explain why owning the S&P 500 alone doesn’t lead to confident investing, but to sequence of returns risk, lack of diversification, and worry over the health of U.S. companies and markets. Listen along as these two advisors share why you need to move from a product approach to a process approach to your investing. Later in the episode, Jim covers some new information the industry has about the strategies scammers are starting to use to get you doing what they want. Want to cut through the myths about…
The skinny
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