Investment Myths

Where are your retirement assets – Contact the Jalbert FInancial Group to safeguard your retirement assets
  • Asset allocation was designed to prevent loss.
  • Everyone lost money during the downturn.
  • It is always true that the greater the reward, the greater the risk.
  • Market timing, the technique of entering and exiting the market to capture gains and avoid losses, has proven reliable.
  • Government Bonds are completely safe.
  • Annuities are all alike.

10 Most Common Investor Mistakes

  • Having insufficient investment knowledge.
  • Not truly knowing what their broker or planner is doing or has done.
  • Having a false sense of security.
  • Inadequate protection from a sudden and severe market downturn.
  • Believing asset allocation and/or diversification will protect monies from loss.
  • Looking to Certificates of Deposit (CD’s) and/or Government Bonds for long-term safety.
  • Owning a variable annuity that portends to guarantee their monies.
  • Not having a defined sell strategy.
  • Chasing returns – “The market is up we better get in”.
  • Following the crowd – “Everyone else is, we’d better also”.