We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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What’s the Story on Narrative Bias?
July 18, 2023
According to PIMCO.com, Narrative Bias; “The narrative bias refers to our tendency to interpret information as being part of a larger story or pattern, regardless of whether the facts actually support the full narrative. Investors are likely to abandon evidence in favor of a good story about a specific stock or strategy.
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Understanding the Side Effects of RMDs
July 11, 2023
One of the biggest challenges of retirement is learning how to manage the income side of your cashflow.
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Let’s All Agree on Consensus Bias
June 13, 2023
According to Wikipedia1 Consensus Bias; “Is a pervasive cognitive bias that causes people to “see their own behavioral choices and judgments as relatively common and appropriate to existing circumstances”.
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Avoiding Retirement Threats & Miscalculations
May 24, 2023
You only retire once, so it’s critical to get the details right. However, it can be difficult to fully comprehend…
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Getting Tired of Decision Fatigue Bias?
May 16, 2023
Decision Fatigue Bias suggests that both, “Financial analysts and stock market investors alike are subject to behavioral biases…
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Why Availability Bias is Always On Our Mind
April 26, 2023
Availability Bias can best be defined as; “a mental shortcut that relies heavily on information that is easily available or places undue emphasis on immediate examples.
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Taking Control of Action Bias
April 12, 2023
Action Bias describes our tendency to favor action over inaction, often to our benefit. However, there are times when we feel compelled to act, even if there’s no evidence that it will lead to a better outcome than doing nothing would.
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