Tune Out Investing Noise, Tune in Solid Advice

Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions, and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]

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Are Emotions Sabotaging Your Investments?

Do you recognize what role your emotions play in your financial life? Are your decisions swayed by fear, greed, confidence, and regret? As a financial adviser, one of the first topics we always discuss with new clients is their financial and emotional tolerance for risk. It is equally as important that we understand their emotional […]

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Help! All My Friends are Making a Killing in Stocks

The other day my wife turned to me and asked me if were invested in “stocks.” I sat there in shock. In our fifteen years of marriage she had never uttered one word, asked one question or showed any interest in our investments. I manage our money and would show her our balances and say […]

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Market Commentary: Spring 2017 – Financial Counsel’s Value

MAXIMIZE THE VALUE OF YOUR DECISIONS Many people struggle with understanding their finances, in part because, as they accumulate wealth, their financial situations become more complex. Adding to the issue, research has shown that it is common for investors to view financial advisors only as investment managers, whose sole job is to manage money on […]

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What Kind of Investor are You: Confident or Scared?

Are you a confident investor, or is the process fraught with fear and uncertainty? A 2015 study by the American Psychological Association found almost three-quarters of Americans are experiencing financial stress — at least some of the time. One of the top sources of money-related stress was saving for retirement. On the surface, retirement planning […]

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Market Commentary: Spring 2016 – Your Investment Experience

PURSUING A BETTER INVESTMENT EXPERIENCE Investors are bombarded every day with global events, economic reports, and ‘expert’ opinions and forecasts that make it easy to question a disciplined, long-term investment strategy – even a broken clock is right twice a day. Here are 10 investment principles that can help you stay on target to achieve […]

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What’s Really Driving your Investing Behavior?

Originally Published in the North Bay Business Journal We like to think of ourselves as rational, logical decision-makers. But the truth is, psychology plays an enormous role in how we behave, especially when it comes to investing. The emerging field of behavioral finance meets at the intersection of economics, psychology, and decision-making. This final field, […]

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Is Your Brain Making Bad Investment Decisions?

Originally Published in North Bay Business Journal As financial advisors, we see the results of poor decision making every day — couples on the verge of divorce over financial miscues and others with no idea how they are going to pay for retirement much less fund college. So if the basic approach — analyze your options, […]

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Is Your Investing Knowledge Better Than a Rat’s?

Originally published in the North Bay Business Journal Does the current bullish market awaken latent urges in you for bigger returns in your portfolio? If so, you’ll be interested in the new science of neuroeconomics and current research about investor behavior and emotions. Jason Zweig , personal finance Wall Street Journal columnist and author of […]

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