
History is littered with examples of everyday investors losing money when responding to changing conditions – not necessarily because their concerns were irrational, but because they failed to appreciate just how fast markets can recover. The question is whether switching puts us in a better position for what we need, or simply makes us feel better about what just happened.
Dean Anderson, CEO and founder of Kernel Wealth is my guest today.
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Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances, and nothing we say is intended as a recommendation. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!