Investor behavior impacts portfolio performance almost more than any other single element. Join us to discuss which behavior biases affect investors the most.
Get in Touch
In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
Contact UsLatest Posts
Questions to Consider During a Market Downturn
Related Content
Opportunities in Fixed Income
We’ve written a lot recently (here, here, and here) on the recent backup in yields as Fed Reserve interest rate cuts have been repriced following hotter-than-expected inflation and stronger-than-expected economic growth. Interest rate volatility as measured by the MOVE Index, the VIX’s cousin but for bonds instead of stocks, has also subsequently picked back up …
Yes, Stocks Can Go Down
Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward. How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & …
Let’s Talk about Geopolitical Events
“There are decades where nothing happens; and there are weeks where decades happen.” Source Unknown The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause near-term market volatility, they rarely cause …