Improving your investment performance doesn't always mean taking more risk... or chasing the latest trend.
In this video, Peter with Richon Planning and Erin Kennedy break down 4 simple, fundamentals-based ways to improve results without adding complexity:
✔️ Automate and get out of your own way
✔️ Consolidate old accounts
✔️ Define your time horizon before investing
✔️ Save a little more each year
Sometimes the biggest gains come from doing the basics consistently, and avoiding the mistakes that could derail long-term plans. If you'd like to make sure your fundamentals are in place, or if you'd like to talk more advanced planning, please call Peter at (919) 300-5886 or visit www.RichonPlanning.com
