Behavioral finance—my brain made me do it

Our emotions naturally make it difficult to make smart investment decisions such as buying low and selling high. That’s why many investors sell during market declines—thereby locking in losses—and return only after stocks have recovered. By taking a closer look at some of the basics of behavioral finance, investors can learn to let logic, rather than emotion, drive their investment decisions.

Seminar

This seminar explores why our emotions naturally make it difficult to make smart investment decisions—and what to do about it.

Seminar invitation

If you’d like to host a seminar for clients or prospects, use this customizable invitation to help get the word out. 

Investor education

This investment idea explores some of the biases that lead many investors to underperform the stock market and presents some logic-driven solutions to help stay on track.

Investor education

Sticking to a long-term financial plan gets harder when markets decline. This investment idea highlights the risks of not staying invested.