What does Morgan Kenwood see as predominant challenges facing todays investors?
First, most investors still manage their portfolios without a financial plan as a guide. Instead, investments are chosen outside of the context of the plan. There should be little surprise that this method usually results in a dissatisfied consumer. Imagine being hired for a new job outside of any of your experience and being told no training or education was to be provided or available. When managing their portfolio without a plan, most people are in that very position. We know this must be corrected.
