behavioral finance

wealthy vs. rich

Wealthy vs. Rich: What’s the Difference?

In today’s fast-paced world, financial success is often equated with being wealthy or rich. However, there are significant distinctions. While both terms refer to abundant financial resources, the underlying principles and long-term implications differ significantly. As a financial advisor specializing in assisting professionals in the technology industry, I come across many situations where we can …

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introduction to behavioral finance

Introduction to Behavioral Finance and Common Investor Biases

Modern portfolio theory is a generally accepted practice used by many financial advisors, individual investors, and large institutions in managing their investment portfolios. It aims to optimize the expected return based on a given amount of “risk”. Through diversification, the portfolio becomes more efficient at optimizing returns. This takes into account a plethora of mathematics …

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5 Tips to Managing A Market Correction

Odds are if you’re an investor, you’ve experienced market corrections along your journey. Market corrections are classified as a drop in 10% or more from the asset class highs. For example, the S&P 500, the index for large-cap U.S stocks, experiences a correction on average once per year according to Deutsche Bank. Naturally, you’d think investors …

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