Does It Matter What Kind of Investor Your Client Is?

If the stock market was up 12% in a year – would your client know what to expect the return on their portfolio to be? On the other end of the spectrum, if the stock market was down 12% in a year, would they know what to expect their losses to be in their portfolio?

The question is general enough to get them thinking.

Learn more on the four types of investors and extra knowledge that will surprise you.