A former financial advisor at Merrill Lynch, certified investment management analyst Jake Kagele joined the financial firm NOVA Financial Services in Tucson, AZ, as managing director. Jake Kagele is affiliated with the CFA Society Tucson, a local chapter of the CFA Institute.
The CFA Institute is a professional association and advocacy group that aims to maintain high standards across the investment management industry. In addition to providing continuing education courses and organizing conferences, the CFA Institute also develops and distributes resources that members can share with their clientele.
The CFA Institute’s fact sheet, “Tips for Avoiding the Top 20 Common Investment Mistakes,” educates clients on investment pitfalls. For example, novice investors may rely too heavily on the experience of others and not consider factors that are unique to their financial situations and goals. Other mistakes include making poorly informed or emotionally driven investment decisions. On the other hand, investors may also be too risk-averse and fail to start investment programs. Many of the errors discussed in the fact sheet can be addressed by meeting with a qualified financial adviser.
The CFA Institute is a professional association and advocacy group that aims to maintain high standards across the investment management industry. In addition to providing continuing education courses and organizing conferences, the CFA Institute also develops and distributes resources that members can share with their clientele.
The CFA Institute’s fact sheet, “Tips for Avoiding the Top 20 Common Investment Mistakes,” educates clients on investment pitfalls. For example, novice investors may rely too heavily on the experience of others and not consider factors that are unique to their financial situations and goals. Other mistakes include making poorly informed or emotionally driven investment decisions. On the other hand, investors may also be too risk-averse and fail to start investment programs. Many of the errors discussed in the fact sheet can be addressed by meeting with a qualified financial adviser.
