"I regularly receive phone calls from a client who suffers from some anxiety issues. They call in at least once a month, anxious about how their investments are performing. They frequently rely heavily on the wrong investment tools and apps I wouldn't recommend, which show how their investments perform. However, these are long-term investments. They should be looking at how they performed over years rather than a few days. So, every week I create a quick performance report for when this client calls in, and I email it to them as soon as I hear from them. I break down what we're looking at and swiftly allay their fears."
