Broker Check

Mind Games

Attention Allocation

Attention Allocation

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

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Crises In Context

Crises In Context

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

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Ignoring the Noise: Market Predictions

Ignoring the Noise: Market Predictions

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

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Market Corrections

Market Corrections

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

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An Investment Lesson from 2021

An Investment Lesson from 2021

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

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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.

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Political Priming

Political Priming

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

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Allure of Forecasts

Allure of Forecasts

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

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Who Would Have Thought? 

Who Would Have Thought? 

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

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Decision Making

Decision Making

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

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Summertime Surprise

Summertime Surprise

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

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Recession Rerun

Recession Rerun

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

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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?

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Strategic Ignorance

Strategic Ignorance

Not all information is beneficial. Some can be detrimental.

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<b>Market Whiplash</b>

Market Whiplash

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

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<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!

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<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?

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<b>Headlines</b>

Headlines

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

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<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.

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