cover of episode The Behavior Gap: How Retirement Investors Can Avoid It

The Behavior Gap: How Retirement Investors Can Avoid It

2023/9/14
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Stay Wealthy Retirement Podcast

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Investors underperform the funds they invest in due to poorly timed purchases and sales, creating a behavior gap that is not caused by fees or taxes.

Shownotes Transcript

Year after year, investors underperform the funds they invest in by almost 2%. 🤯

Not because of fees or taxes...but because of poorly-timed investing decisions.

In today's episode, I'm sharing the results of this year's "Mind the Gap" study from Morningstar. 

I'm also sharing:

‣ The asset classes with the highest and lowest behavior gap over the last 10 years

‣ The relationship between volatility and investing returns

‣ Three things retirement investors can do to earn more of the returns generated by their investments


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