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Tag: Markets

Good (successful) investor vs Poor (unsuccessful)

by Dave Conley, CFP® on March 17, 2023.

Although there is no foolproof formula for investing success or failure there are traits that those who do well over the long term possess. As a financial planner with 25 years of experience, I have seen many investors succeed and others struggle. Through my experience, I have identified three primary characteristics or habits of a good investor and three characteristics or habits of poor investors.