North County San Diego Financial Truths

Wealth Management and Investment Management in Southern California

David Wilson, CFP®

Investor Mistakes: Are You Making These 7 Common Mistakes?

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Investing for your current financial situation and your future can be complicated which can lead to many people making mistakes. Here’s a list of some of the most common investment mistakes. 1. Lack of Proper Diversification As famed investor John Templeton once said, “The only investors who shouldn’t diversify are those who are right 100% of […]

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