You are a financial services professional. You studied, passed exams and need to keep up with continuing education. You have experience. You know the stock market moves in cycles. You warn clients a bear market is likely overdue, yet the stock market continues to set new highs or at least go sideways.
Your experience also tells you that investors often make mistakes when things are going well. They get overconfident. They forget that investing requires discipline. As stocks keep hitting record highs, here are 11 missteps to watch out for. As their advisor, it's your job to keep them on the right track.
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