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.

Peter Lee, CFP, ChFC, FIC
Inflection Wealth Management
4252151000
https://www.inflectionwealthmanagement.com/

Inflection Wealth Management may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Inflection Wealth Management and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Inflection Wealth Management are not affiliated companies.