‘Everybody has a plan until they get punched in the mouth’ – Mike Tyson

Robert Jeter, vice president of InFocus Financial Advisors

With most things in life, everything is great until it’s not. The same can be said of investing in the stock market, especially for a retiree or near retiree. While we know that the buy and hold strategy for a long-term investor is a tried and true method of accumulating wealth, statistics such as the one above for someone who is distributing their assets can be quite misleading. Taken out of context, it can lead a retiree to take on too much risk, withdraw too much from their portfolio, or even become far too conservative in anticipation of the sky falling. What we will explore in this article are three behavioral biases that can unduly influence your investment decisions and expose your retirement plan to significant risk.

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