Why It's Sometimes OK to Underperform - Revisited

Why It's Sometimes OK to Underperform - Revisited

Today we will revisit an article I wrote back in February of 2020, which seems like forever ago.

Show notes

This week's blogpost - https://bahnsen.co/3nOuUA2

Today we will revisit an article I wrote back in February of 2020, which seems like forever ago.  

There is such a benefit to reflect on how we were thinking back then and how things played out over the next two years.     The original article was inspired by a conversation with a friend who abandoned his investment strategy.  I recently had the opportunity to speak with him and see how this change of course has impacted his portfolio over the last couple of years.    There are great lessons to glean from today’s discussion,

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

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