RL215–Mastering Sell Discipline: Key Strategies for Smarter Investing
In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of having a sell discipline in investing. They share insights from a recent wealth management conference, emphasizing the need for investors to have clear reasons for selling their investments, which can be based on changes in their investment thesis or market conditions. The conversation moves into behavioral finance, emotional decision-making, and the significance of customizing sell strategies to fit individual investor profiles. The hosts provide practical tips for developing a sell discipline that can educate investors about future market volatility and make informed decisions.
Chapters
00:00 Introduction and Conference Insights
03:00 Understanding Sell Discipline
05:56 Thesis and Discipline in Investing
09:54 Evaluating Sell Strategies
12:59 Behavioral Finance and Emotional Investing
16:24 Opportunity Cost and Investment Decisions
20:07 Customizing Your Sell Discipline
23:45 Final Thoughts on Emotional Decision-Making
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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