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.

(For more information on how you can become an MPI Subscriber, please email [email protected].)

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