Behavioral Finance Video: Timely Economic Perspectives The media has been talking about several “threats” to the economy. We break down these “threats” to provide a helpful perspective. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Successful Investing: The Cost of Timing The Market
It is not unusual for us to be asked whether we should be changing a portfolio of stocks given ‘all the bad news’. Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time – despite all the crises…
VIDEO: Behavioral Finance – The ABCs of Successful Investing
Behavioral Finance Video: The ABCs of Successful Investing Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that…
Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances
Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances. Have you noticed that, while technology makes it easier to handle things like banking, working from home, and shopping, it seems we are not really relieved of time…
VIDEO: Behavioral Finance – The Magnificence of Diversification
Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too! This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The Behavioral Finance Network
VIDEO: Behavioral Finance – First Half Market Review
Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The…
VIDEO: Behavioral Finance – A Glimpse of the Markets Future
Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares a glimpse of the stock market with you. What would you do with that information? Would you try to time the market by actively selling and…
The Eventual Recession
Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year. We have heard that word ‘recession’ a lot. Then, with inflation cooling and consumer spending strong, we stopped hearing it. And now, with the political debt ceiling fight, the word ‘recession’ is back in the discussion….
VIDEO: Behavioral Finance – Danger: Headlines Ahead
Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.” It might be more applicable today if he said, “Never let the truth get in the way of a good headline.” Headline Characteristics The purpose of headlines is just to get you to…
A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity
Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute Live Discussion where we will help loving couples overcome tough money issues and get on the path to financial harmony. This program will cover: How…