Comments on: Aligning Beliefs With Investment Strategy http://www.moneysmartradio.com/2010/06/10/aligning-beliefs-with-investment-strategy/ Chicago-based financial radio talk show host Matthew Sapaula crusades a message to help people transform the way people feel, think and manage their money! When areas of financial planning, finding money for college and starting your own business start to overwhelm you, tune in to listen to the latest tips, guest financial and business experts and discover answers to community questions. Sat, 26 Nov 2011 07:34:31 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Roger Wohlnerhttp://www.moneysmartradio.com/2010/06/10/aligning-beliefs-with-investment-strategy/#comment-1724 Roger Wohlner Fri, 18 Jun 2010 00:13:40 +0000 http://www.moneysmartradio.com/?p=2595#comment-1724 Great post. While the entire post is outstanding, Jerry's first belief that financial goals are more important than beating a benchmark is critical to successful financial planning. Though I have never had the pleasure of meeting him, I'm proud to be a fellow NAPFA member with Jerry. Great post. While the entire post is outstanding, Jerry’s first belief that financial goals are more important than beating a benchmark is critical to successful financial planning. Though I have never had the pleasure of meeting him, I’m proud to be a fellow NAPFA member with Jerry.

]]> By: Marchttp://www.moneysmartradio.com/2010/06/10/aligning-beliefs-with-investment-strategy/#comment-1712 Marc Fri, 11 Jun 2010 00:38:43 +0000 http://www.moneysmartradio.com/?p=2595#comment-1712 Very good and well-balanced post. Your investing philosophy is very close to the reality of things. It's clear you've done your homework. The questions you ask are very important, and should be discussed with every client we work with. Most people who invest have never been shown any real market data, and just go around with a set of dogma that's been instilled into them by stockbrokers and the prevailing financial "wisdom." When pressed about what they really believe -- that which comes from their own common sense -- it almost always turns out that they are invested far too aggressively. Most people are smart, and if given all the facts in a way they can understand, would do things very differently than they currently do. Marc Very good and well-balanced post. Your investing philosophy is very close to the reality of things. It’s clear you’ve done your homework. The questions you ask are very important, and should be discussed with every client we work with.

Most people who invest have never been shown any real market data, and just go around with a set of dogma that’s been instilled into them by stockbrokers and the prevailing financial “wisdom.” When pressed about what they really believe — that which comes from their own common sense — it almost always turns out that they are invested far too aggressively. Most people are smart, and if given all the facts in a way they can understand, would do things very differently than they currently do.

Marc

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