Searching for the “Perfect” Investment Is Counterproductive for Clients

Don’t get sucked into thinking that the search for a “perfect” investment is an advisor’s primary job.  These so-called “perfect” investments don’t exist.  Carl Richards on why the best investments are the options that align with your clients’ values and goals.

Find it on InvestmentNews.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2016, The BAM ALLIANCE

Carl Richards

Director of Investor Education

Carl Richards is the creator of the weekly Sketch Guy column in The New York Times and is a columnist for Morningstar Advisor. He has also been featured in The Wall Street Journal, Financial Planning, Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. His simple but meaningful sketches served as the foundation for his first book, “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.”

Information That Makes An Impact

Our newsletter is packed with carefully curated news and insights tailored to the financial advisor industry, sent right to your inbox!