Confirmation bias is the natural human tendency to seek specific supportive sources, or overemphasize information confirming our decisions. People will often come to a conclusion, then seek information confirming the decision. Think about buying a car, once you bought the
Everyone has heard a mantra about first impressions and their lasting impact. That works for investors too. Because our brains thrive on recognizing patterns and the relationship one element has with another. This mental phenomena is called anchoring. This want
This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™. Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same.
We are a firm that believes the majority of a client’s ability to generate wealth happens from decisions made outside of their investment portfolio. However, we take our role as active managers seriously and have developed a fundamentals-driven process to
The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd,
