To each and every one of our incredible clients and their families… đđ Happy Holidays and a Joyous New Year!đâš As the year draws to a close, we wanted to take a moment to send our warmest wishes your way. 2023 has been quite a journey in the financial world, filled with ups and downs,…
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VIDEO: Behavioral Finance – Forecast Frenzy
Forecast Frenzy: Why Market Forecasts Should Be Ignored Tis the season for 2024 market forecasts. History shows we may want to ignore them. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network â dedicated to educating investors about the âgotchaâsâ of mental shortcuts that can reduce investment returns. ©The Behavioral…
Staying Grounded in Turbulent Times
Staying Grounded in Turbulent Times The Power of Remaining Calm in the Face of ConcerningUnited States Markets and Dramatic Headlines Introduction: As individuals navigating the unpredictable waves of life, we are no strangers to the occasional bout of financial unease. While November inflation data have proven encouraging to the equity markets, just about every few…
VIDEO: Behavioral Finance – Calm Amid Crises
Behavioral Finance Video: Two Ways to Find Calm Amid Current Crises We can experience calm, even among the numerous crises du jour, by following a few simple steps. ï»ż This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network â dedicated to educating investors about the âgotchaâsâ of mental shortcuts that…
VIDEO: Behavioral Finance – Timely Economic Perspectives
Behavioral Finance Video: Timely Economic Perspectives The media has been talking about several âthreatsâ to the economy. We break down these âthreatsâ to provide a helpful perspective. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network â dedicated to educating investors about the âgotchaâsâ of mental shortcuts that can reduce…
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 âall the bad newsâ. 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 â 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 childâs education, the ABCs of successful investors are foundational to aspiring investors. ï»ż This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network â dedicated to educating investors about the âgotchaâsâ 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 isnât just for risk management… it can increase returns too! ï»ż This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network â dedicated to educating investors about the âgotchaâsâ 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 â dedicated to educating investors about the âgotchaâsâ of mental shortcuts that can reduce investment returns. ©The…