Thought Leadership

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.

Remembering Limited Attention Span Bias

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Remembering Limited Attention Span Bias

As we continue our series on Behavioral Biases, we sought the expertise once again of the academic staff at www.Investopedia.com to discuss Limited Attention Span Bias.

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Catching Up on Chasing Trends Bias

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Catching Up on Chasing Trends Bias

Check out our latest blog, Catching Up on Chasing Trends Bias to learn why many consider this to be the strongest trading bias. Better understand why so many investors chase returns and the negative impact it can have.

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Understanding the Risk of Over-diversification Bias

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Understanding the Risk of Over-diversification Bias

Most advisors with whom we come across are self-proclaimed “Asset Allocators” and in so doing, purport to diversify their clients’ portfolios by spreading their assets across many different classes.

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Herding Bias

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Herding Bias

According to Capital.com, the Herding Bias “also known as the 'bandwagon effect', is a psychological phenomenon in which people rationalize that a course of action is the right one because 'everybody else' is doing it.

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NEPSIS Letterhead

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NEPSIS Letterhead

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Your Personal Financial Checklist

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Your Personal Financial Checklist

When it comes to getting your financial house in order, we often get the question, “Where do I start?”

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Tuning Out Media Response Bias

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Tuning Out Media Response Bias

Confirmation bias is a term from the field of cognitive psychology that describes how people naturally favor information that confirms their previously existing beliefs. Experts in the field of behavioral finance find that this fundamental principle applies to investors in notable ways.

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