The Trap of Past Performance

Posted on July 13th, 2026 in Budgeting, E-Newletters, Education Planning, Estate Planning, Financial Prosperity Series, Insurance, Investing, Lending, Life Events, Retirement, Tax

Have you ever known a friend who bought an investment just because it had a massive run-up the year before? It is a completely natural human instinct. We are hardwired to look for patterns and gravitate toward what feels successful. If a specific investment just posted a large annual return, it feels incredibly reassuring to put our money there.