Financial planners know that even intelligent people can become highly irrational when it comes to money. Managing a client’s expectations and emotions is just as important as managing their exposure to markets. The “bucket strategy” (or “time segmentation strategy”) is one attempt to tackle the tendency of investors to sell out of markets at the
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Advice