Your personality affects many things in your life — whether you’re shy or outgoing, which activities you enjoy doing, how well you get along with your fellow Chevron employees, and even your job function at Chevron your personality can have an effect on investment strategy. But personality can also affect investment performance, because certain psychological traits — rather than logic — might influence investment decisions.
To avoid coming up short at retirement, Hal should work with a financial planner to determine a suitable dollar amount to automatically deduct from each paycheck and invest in his ESIP or other outside accounts. A regular savings program can help keep Hal on track to accomplish all of his goals — not just the ones around the next corner.
Please contact us at (925) 659-8020 with specific questions or to schedule a time to meet in our San Ramon, CA or Houston, TX offices.