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Our Behavior and Investment Results

We can’t discount the impact biases play, even if we’re not aware we have any. Another favorite sketch shown above from Carl Richards of Behavior Gap illustrates that how we behave has the greatest impact on our performance. In the investment policy and risk awareness questions that we require all clients to complete, we ask a few behavioral finance questions that help us understand how a client will react, or what will stress them out as they watch their balances grow or decline. What are your expectations, regrets or aversions? Are they realistic, and what will you do if these expectations do or don’t come to fruition?

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Steps to Get Ahead by Looking Back

We have been through a lot this past year, but it is starting to look like there is some light at the end of the tunnel. Everyone has learned a lot about themselves that they may have not found out otherwise. I have been thinking about my life looking at where I came from, where I am now, and where I want to be a year from now. I am calling it a personal audit.

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