The mind of a great investor is a constant ebb and flow of calculated deduction and behavioral analysis. Yet mastering this fluctuating puzzle is completely within your grasp.
The ability to make sense of uncertainty, to predict volatile behavior, and to weigh near impossible odds with sound precision might seem implausible, but it can actually be understood and even learned. In this free guide, you will learn the pivotal traits lurking in the minds of great investors that have led them to success, and how you can nurture these traits and learn the behaviors for sound investing.
This guide breaks down the latest research so you can:
- Clarify the essential factors that make up a tried-and-true investor profile
- Recognize the ways in which our personality impacts our investing strategies
- Understand how past experiences relate to future investing behavior
- Land on science-backed risk assessments that more accurately predict future investing decisions
- Guide your clients with personalized coaching that authentically reflects who they are as investors
Download this free guide and tap into the key financial behaviors that make a great investor.
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Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request.