7 Mistakes DIY Investors Don't Realize They're Making
Description
Think you've got your investments under control? You might be surprised. Two SLP Wealth partners — Travis Hornsby, CFA®, CFP®, and Conor Mahlmann, CFP®,CSLP® — break down seven costly mistakes even the most hands-on investors make, from subtle market timing to tax traps that quietly eat away at returns.
Discover what most people miss when managing their own portfolios and learn how to spot (and fix) the issues before they snowball.
Key moments:
(04:38 ) Sneaky ways you might "time the market" without realizing it
(12:26 ) What tax-loss harvesting really involves (and why most people don't do it right)
(15:58 ) Why your brokerage's default settings could cost you thousands in taxes
(20:02 ) The purpose and power of rebalancing your portfolio
There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!
Like the show? There are several ways you can help!
- Follow on Apple Podcasts, Spotify or Amazon Music
- Leave an honest review on Apple Podcasts
United States
