Does Your Investing Personality Lead to Dangerous Investing Extremes?

Find out with a 5-minute quiz.

Take the quiz now!

Here's a little secret: Even well-meaning, smart investors can make costly mistakes.

Do you know why?

It has to do with personalities and emotional extremes.

You might think that investing is all about numbers and analysis, but you'd be underestimating the impact your personality has on how you spend, save, invest, and borrow.

The thing is, everyone is different and everyone is prone to making different mistakes, depending on their personality.

We've created a handy infographic that illustrates some of these extremes and how they can cost you as an investor.

Take a look below.

What can you do to help avoid these investing extremes?

Understanding yourself is the first step toward better investing and avoiding dangerous investing extremes.

  • Do you act on your friends' stock tips?
  • Do you worry about taking risks with your long-term savings?
  • Do you worry about what's in the headlines each day?

Each of these traits helps define your investing personality.

We made a short quiz that identifies some of the most common traits in investing and highlighted areas of potential concern.

Download the What's Your Investing Personality? Quiz

It's just 7 questions and can help you take the first steps toward a stronger financial future.


Stage 2 Planning Partners
(802) 846-1264
https://www.stage2planning.com

The Patrick Group (DBA Stage 2 Planning Partners) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.