video and questions

Watch the following video and answer the questions below.

  1. What are asset bubbles and why do you think they happen?
  2. Why do investors think they can “beat the market?”
  3. What problem/problems does this “beat the market” mentality create for you as a planner?
  4. Write a letter to your client explaining why trying to actively manage their own money might not be the best idea.

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