Crain’s Chicago’s 2018 Executive Guide on Wealth Management features an interview with Cresset Wealth Advisors’ CEO Doug Regan in the article “How to avoid costly investment mistakes”. Doug describes how formulating an investment plan and strategy and, equally important, following them, are the hallmarks of successful investors. He also details how professional counsel can make a material difference to portfolio performance over time. Doug likens not having a plan or goal to driving without a roadmap to a vague destination.
Link to full article here.