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Behavioral Finance Blog Posts

Find insights on the intersection of psychology and financial planning, enhancing your understanding of how behavioral finance can influence your overall plan. From navigating market volatility to understanding when to seek professional advice, our content provides actionable insights for both novice and seasoned investors.

January 03, 2024 Beyond Wealth: Integrating Financial Planning and Investor Behavior

As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add a great deal of value for our clients in helping set and implement long-term financial goals, reviewing insurances and risk management strategies, being tax-efficient in all aspects of investing and estate/gift transfer issues, helping with education funding strategies, attempting to constantly reduce portfolio expenses, helping to prepare for market volatility etc., I think

March 23, 2022 How Should I React to Market Volatility?

After years of positive market performance, newer investors are seeing for the first time that markets do not go up in a straight line. While we saw a correction in March of 2020 when the start of COVID spooked markets and investors, the recovery was swift. We are now seeing more volatility, so clients are asking, “What should I do?”  Stay the Course Creating and sticking to a financial plan – a road map of where you are and want to be financially – will keep you from making knee jerk move

January 18, 2022 When Is the Right Time to Hire a Financial Advisor?

Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s not necessarily true. In reality, it’s never too early to start securing your financial future. That said, there are certainly some milestones that strongly indicate it’s time to partner with a financial advisor and begin planning your path to long-term financial freedom. Keep reading to learn five key indicators that may mean it’s time to look for a financial advisor. 1. You