Tag Archives: emotional finance

  • Emotions and Decision-making

    Some time ago, one of my colleagues wrote a three-part white paper on how emotions can affect our decision-making processes.  How it is next to impossible to remove the emotional bias from everyday decisions when it comes to finances.  There was much discussion about how our brains process information and the paper even described the […]

  • The S&P 500 and Emotional Pitfalls

    As part of the investment committee for our firm, I often have conversations with clients and our advisor team about all kinds of investment related topics.  We discuss proper allocation, RMD strategies, tax related matters, risk-adjusted return, the merits of diversification, comfortable rates of distribution, the psychology of investing, and the list goes on, and […]