892 East Brighton Avenue,
Investors are more aware than ever that they are facing an uncertain future. Research has shown that over time, investments work better than investors. This is because emotions such as fear, greed and exuberance can influence decision making.
Whether it is real estate, stocks and bonds or gold and silver, it is emotionally easy to “buy high” because of exuberance, or to “sell low” because of fear.
Behavioral finance helps us understand the reality that people often can behave irrationally and in a biased manner when it comes to their finances. Our job is to help our clients make rational decisions in the presence of competing and challenging emotions.
We want to know what is most important to you, so you can align your decisions with your goals, and your goals with your values.
My team and I prepare our clients for many possibilities; of a long life or a life that is prematurely shortened, a healthy life or one that isn’t, good times and strong markets or hard times and weak markets.
By incorporating your values into your financial goal planning, we create a strong connection that will help you stay the course.
Our goal is to help our clients think clearly, help manage their emotions and assist in making intelligent decisions. If you need money our Behavioral Financial Advisor™ will help you determine the smart approach to take, with tax implications in mind.