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IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments

Webinar

Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. […]

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 […]

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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 […]

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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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* 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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