Whether a bull or bear market, investors’ peace of mind around money can be at risk. From fear and panic to greed and entitlement, emotions can impact decision making and have long-term consequences. Investors engaged with their advisors and equipped with tools to help protect against thoughts of uncertainty can be a secret weapon helping…
A significant challenge for some investors can be overcoming their own humanity. “The investor’s chief problem—and even his worst enemy—is likely to be himself,” said American economist Benjamin Graham.1 Cognitive biases can potentially play a significant role in investment decision-making. These biases are systematic patterns of deviation from objective judgment, often resulting from mental shortcuts…
Financial advisors were not created equal, and as an investor – what considerations should be taken when selecting an advisor who will be involved in helping to achieve your family’s goals for their financial future? In the first three quarters of 2022, American households lost about $6.8 trillion, the 8.6% drop is the second fastest…
