Investors Sold Stocks in 2018 & Some Missed This Rally

| April 23, 2019
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A new Dalbar survey indicates individual investors once again hurt themselves with bad behavior.  Investors sold stocks last year during declines, rather than buying.  By contrast, our firm was adding stocks to client accounts, for whom it was appropriate, during the 4th quarter (buying low).  We've been pairing those additions back (selling high) with the S&P 500 over 2,900.

If you or your advisor were not buying stocks in late 2018 and reducing those positions this April, consider giving our firm an opportunity to manage your money.

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