Is overconfidence good or bad?

Look at the big picture in your financial planning

Douglas Goldstein,


Doug Goldstein, CFP, director of Profile Investment Services Ltd., and Harold Evensky, CFP discuss strategies and mindsets that help investors see the bigger picture in their investment strategies.

Harold explains how overconfidence leads to poor financial decisions and why financial planners should help their clients maintain a realistic view of the markets.

Would you be prepared if your income abruptly ended? Doug has created a list of tips for investors who might work in unstable professions, such as startup companies or self-employed.

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