"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others), addressing the reasons behind individual investor underperformance.
In this week's episode of The Steady Wealth Podcast, hosted by Serge Berger, the focus is on the question of whether investors are too aggressively invested in the stock market.
Berger highlights the increasing complacency among stock market investors, especially retirees, and discusses the potential risks of overallocation to stocks.
He references an article in The Wall Street Journal that sparked his interest in the topic.
Berger analyzes the historical performance of the stock market, emphasizing the need to consider volatility and the potential impact on retirement portfolios.
He presents model portfolios and charts to demonstrate the importance of diversification and risk management, particularly for individuals aged 50 and over.
The episode concludes with an invitation for listeners to explore portfolio diversification options through Blue Marlin Advisors.
