Regan says lack of planning is a critical investment error

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.

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Cresset is an independent, award-winning multi-family office and private investment firm with more than $45 billion in assets under management (as of 04/01/2024). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.

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