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We help clients focus on what they can control and prepare for what they cannot, including retirement planning, retirement planning, wealth management, and investment management. We have special expertise working with:
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Our mission is to help you make informed decisions about your money. The ideas for our posts come from client questions as well as common financial situations and issues we have encountered over the years.
It’s Hard to Be Humble – Overconfidence Bias and Hindsight Bias
Over the last few weeks, I’ve written about several cognitive biases. Cognitive biases are mental shortcuts we all use, but if we’re not careful, they can lead us astray. This is undoubtedly the case when it comes to investing and the pitfalls of overconfidence bias...
Cognitive Biases Part 2: Anchoring and Recency Bias
In my previous post, I began writing about cognitive biases. There are a number of cognitive biases that come into play in investing. The first one we examined in the post here was confirmation bias. This is the tendency to seek out information that confirms our...
Confirmation Bias: A Shortcut in the Wrong Direction
Years ago, one of the first courses I took in college was introduction to cognition, or the science of human thought. A key concept that stuck with me long after the course, was the idea of a heuristic – a mental rule of thumb – or shortcut, that we all use in certain...
