Northwestern Mutual's 2022 Planning & Progress Study found
that 60 percent of U.S. adults say that the pandemic has been
highly disruptive to the way they manage their finances. But they
have taken certain actions to buttress longer-term financial
DALBAR's 2022 Quantitative Analysis of Investor Behavior
(QAIB) report found that the Average Equity Fund Investor finished
the year with a return of 18.39 percent versus a Standard &
Poors 500 return of 28.71 percent, an investor return gap of 1,032
basis points (bps).
The reports seem to support the idea that emotion costs you
money while discipline makes you money.
About the Podcast
Jim Freeman provides you with insight on finances and retirement lifestyles.