MPI Alert

MPI Subscriber Alert:

Based on recent market activity, MPI advises reaching out to all clients who scored "High" or above on the following Investor Personality Scales

  • Excitement-seeking
  • Overconfidence

Given the emotional environment of the U.S. Markets, clients who rate high on the preceding scores are at elevated risk for performance/hot dot chasing behavior.

A conversation that assesses their current states or mind, broadens the time frame from short to long term, and refocuses on the client's financial plan may be indicated at this juncture.

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