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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

Controlling Emotions & Avoiding Self-Destructive Behavior

"The dominate determinate of long-term, real life investment returns is

the behavior of the investor themselves." --- Nick Murray

Behavioral Investing in Practice

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 family's long-term financial plan...not today's most recent media manifested "crisis."

8 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 you 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 our of the market.  What investment to own for today
  8. Asset class confusion
    • Investing for Current Yield vs. Total Return

Wisdom of Great Investors

Successful investors throughout history have understood that building long-term wealth requires the ability to control emotions and avoid self-destructive behavior.

Collection of Wisdom

  1. Be patient & Think Long Term
  2. Keep Emotions in Check
  3. Disregard Short-Term Forecasts
  4. Make a Habit of Investing Regularly
  5. Don't Try to Time the Market
  6. The Power of Equities 
  7. The Markets Fluctuate.  Stay the Course.
  8. A Market Correction is an Opportunity
  9. Equities Have Built Wealth Despite Crisies
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