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Episode 18: Behave Yourself – Dalbar’s Quantitative Analysis of Investor Behavior

Aug 5, 2019

The goal of the Dalbar report is to improve the performance of both the independent investor and financial advisors by helping manage the behavior that caused those investors to act in a certain way.

Here are just a handful of the things that we'll discuss:

  • The report measures the effects of investment decisions over a period of time
  • It gives advisors the tools to put things in perspective for the client
  • Can help avoid making knee jerk reactions

For more information, head to www.dalbar.com, and to get a copy of this report, contact Miller Retirement Group at 844-401-4012.

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