Broker Check

Mind Games

<b><span>3 Investment Lessons From 2022</span></b>

3 Investment Lessons From 2022

Three timely lessons that can help us become better investors going forward

CLICK TO WATCH
Boring is Beautiful

Boring is Beautiful

Some investments can be very exciting. But odds are higher that a boring investment strategy will help you achieve your goals.

CLICK TO WATCH
Attention Allocation

Attention Allocation

How investors allocate their attention can significantly impact their investment results.

CLICK TO WATCH
Crises In Context

Crises In Context

How we perceive crises can influence how we act and ultimately affect our investment results.

CLICK TO WATCH
Ignoring the Noise: Market Predictions

Ignoring the Noise: Market Predictions

The boldest and most believable predictions are often biased and incorrect.

CLICK TO WATCH
Market Corrections

Market Corrections

Three timely perspectives to consider when experiencing a downturn in the markets.

Click to watch
An Investment Lesson from 2021

An Investment Lesson from 2021

A lesson from 2021 that will help investors improve their decision-making going forward.

Click to watch
Increasing Inflation

Increasing Inflation

Inflation is the talk of the town. Past inflation spikes show it may not be as concerning as you would think.

Learn more
Political Priming

Political Priming

Our business is built on a foundation of thoughtful client relationships.

Learn more
Allure of Forecasts

Allure of Forecasts

Forecasts can be very alluring to our psyche, but are potentially damaging to our wealth.

Learn more
Who Would Have Thought?&#160;

Who Would Have Thought? 

Based on all the negative news in 2019, you wouldn’t have thought the market would be positive.

Learn more
Decision Making

Decision Making

Overcoming mental shortcuts can help us improve our decision-making results.

Learn more
Summertime Surprise

Summertime Surprise

Even things we deem as certain or foregone conclusions may not come to pass.

Learn more
Recession Rerun

Recession Rerun

The media is again running headlines on recessions. It's not worth worrying about. Here why. 

Click to Watch
Assumptions

Assumptions

The illusion of assumptions can trick one’s mind to feel overconfident in any situation.  How does that apply to investors and what can we do about that?

Click to Watch
Strategic Ignorance

Strategic Ignorance

Not all information is beneficial. Some can be detrimental.

Click to Watch
<b>Market Whiplash</b>

Market Whiplash

Sometimes things change so quickly in the market, unexpectedly, that it can leave your head spinning.

Click to Watch
<b>Investing: Simple, Not Easy</b>

Investing: Simple, Not Easy

Sometimes the most simple of steps can be the most difficult, but we can overcome!

Click to Watch
<b>Drivers of Emotions</b>

Drivers of Emotions

As humans we tend to hinder our investment plan by over reacting, why is that and what can we do better?

Click to Watch
<b>Headlines</b>

Headlines

Here today and gone tomorrow, how the media uses headlines to elicit our fears.

Click to Watch
<b>Perception of Loss</b>

Perception of Loss

What type of loss is this? Knowing the difference during troubling times will help guide your behavior.

Click to Watch