Understanding your emotions, and learning to manage them, is a great advantage when investing. Much of portfolio theory and investment research is based on what a rational person would do. But people are not rational, particularly when it comes to their money. Nobel prize winner Daniel Kahneman and Amos Tversky studied risk behavior and applied it to the economics of … Read More

Clients often come to us not knowing exactly how they are invested. They have some knowledge of investing, but don’t have the time or inclination to dive into how markets work or the details of an exchange traded fund. This is where we help. We are here to help clients understand how their portfolios work, and educate them on markets … Read More