Don’t Let ‘Recency Bias’ Derail Your Long-Term Investing Strategy



If your well-diversified portfolio has underperformed over the last six months — don’t panic! Instead, learn about recency bias so you can avoid falling for it.

These callers were prerecorded and prescreened.

The 2018 Top 40 Independent Advisory Firm Ranking issued by Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not a component of the rankings because returns are dictated largely by each client’s risk tolerance.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.