Behavioral Finance

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The Rollercoaster: 2022 Market and Economic Update

Webinar

2022 has been quite ride so far and we still have one quarter to go! During this entertaining webinar, we will take stock of the markets, our economy and cut through the noise from so called ‘experts’ in the news media to find the true signal for your financial plan. Click HERE to register for […]

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From the Election to Now. A update on the markets, the economy and what’s on deck.

Webinar

From the Election to Now. A update on the markets, the economy and what’s on deck. Well, friends, it’s been about 6 months since our last market update in November 2020  just after the presidential election. To say we’ve gone through a lot since then is an understatement!  Most people are in agreement that we […]

The Markets are nuts!! Or are they?

Webinar

The Markets are nuts! Or are they? Our take on the markets and investors. During this entertaining webinar, we will take stock of the markets post Covid-19 and election and cut through the every day noise to find the 'Non-spin' information you really need for your financial plans. We will also revisit the time tested […]

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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