Capstone Financial Advisors

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The fear of missing out can be a killer for investors. Here’s how top-ranked financial advisors keep it at bay

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Chief Investment Officer Aldo S. Vultaggio, MBA, CFA®, CAIA®, AIF®, CPA was quoted in the article, “The fear of missing out can be a killer for investors. Here’s how top-ranked financial advisors keep it at bay” published by CNBC.

Key points:

  • The fear of missing out, or FOMO, has led many people to buy into “hot” investments such as crypto, meme stocks and SPACs, according to financial advisors and money experts.

  • They may do so without an understanding of risk or how the asset fits into an overall portfolio.

  • Controlling FOMO is one of the most important financial skills for investors in the social media age, advisors and experts said.

Read the full article on CNBC.com.

Disclosures:

This article is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.