Are You Ready When the Tide Goes Out?

Investors: Are You Ready When the Tide Goes Out? The five biggest mistakes made by investors with wealth. A recent article written by our founder, Kevin McNab.

In my wealth management career, my clients are nothing short of bright and talented. I have worked with professors, doctors, researchers, authors, executives, business owners and rocket scientists. While many of these people are wealthy and smart, historically, they are not good money managers. They are talented and focused on their passion, but lacked the knowledge and commitment to their investments and financial planning.  As Alan Gotthardt, author of The Eternity Portfolio said:

“Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”

It is challenging to commit resources to building wealth without committing and research. Inevitably, investors with wealth make mistakes.

Here are the five largest mistakes made by investors with wealth. Surprisingly, most go unnoticed, costing thousands of dollars…READ MORE!


Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.