Broker Check

Business Philosophy Videos

Emotions and Investing

More than anything else, clients want to know what’s next for the financial markets. They want to know if they should be prepared for a big down day or if they are positioned to take advantage of a big up day. However, it is important to understand that emotions can influence investment decisions.


One of the most important things we bring to our clients is perspective – perspective on their personal finances, on their long-term investment goals, on the current financial markets, and we also integrate the “TAX” cost of financial decisions. Our clients want a better understanding of what their money should be doing and how they should be handling their financial affairs.