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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056

Behavioral Investing: Faith. Patience. Discipline.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Successful investors throughout history have understood that building long-term wealth requires the ability to control emotions and avoid self-destructive behavior. As author, Nick Murray sums up in the following quote, “The dominant determinate of Long-Term, real life investment returns…Is the Behavior of the investor themselves.

Behavioral Investing in Practice

Advisor’s Role in Behavioral Investing

As your financial behavioral coach, we guide you during times of both Euphoria and Fear in order for you to make decisions based on your families long-term financial plan…not today’s most recent media manifested “crisis”

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Behaviors to Avoid

1. Over Diversification

By owning everything… you own nothing

2. Under Diversification

Owning just one idea

3. Euphoria

The Herd Mentality

4. Panic

Fear of a temporary decline

5. Speculation

Or more accurately stated – Speculating when you think your are Investing

6. Believing this time is different

Not understanding the difference between Volatility and Risk

7. Timing and Selection

When to be in or out of the market. What investment to own for today.

8. Asset Class Confusion

Investing for Current Yield vs. Total Return

What's Your Risk Number?

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Calculate Your Risk Number