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  • Charlotte Office
    6805 Carnegie Blvd Suite 350 Charlotte, NC 28211-3575 T: 704.442.4721 TF: 888.201.7750 F: 704.362.1839
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    660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040 T: 949.279.1747
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Three woman having a discussion

 

What makes up your mind?

As humans, our survival instincts were designed for lions and tigers – not bears and bulls. While an adrenaline rush might have once helped us flee from a tiger, when it comes to a fluctuating market, sudden movements aren’t necessarily the way to go.

So how do we know if we’re relying on logic versus instinct? After all, our subconscious biases are based on much more than evolution. They’re affected by how we were raised, the things we think we know, what we hear from our neighbor and what we see on the news, along with any number of other factors. Plus, did we mention they’re subconscious?

Behavioral Finance Quiz Button

The good news is that by being aware of some of the common biases many of us give in to, you might have an easier time catching yourself before you make a costly decision. It’s likely you’ve fallen for one or more of the four most potent biases. Here’s a look at the tricks your mind can play and how we can help you master them.

  • familiarity - warm coffee in a small cup

    Do you find yourself placing the same coffee order time and again? Explore how familiarity can mess with your financial future and learn how to outsmart your subconscious

    READ MORE

  • loss aversion - ship steer

    Whether it’s a sailboat or a security, it’s hard to admit when an investment is no longer paying off – and even harder to accept the loss for what it is and move on. Sometimes, you stand to lose more by not letting go. Explore how loss aversion can expose you to risk and learn how to outsmart your subconscious.

    READ MORE

  • overconfidence - classic alarm clock

    Do you sometimes convince yourself you can beat traffic or time the market? Discover how overconfidence can undermine your financial plan and learn how to outsmart your subconscious.

    READ MORE

  • mental accounting - magnifying glass

    By only focusing on the details, you can miss big opportunities. Discover how mental accounting can hold you back, and learn how to help outsmart your subconscious.

    READ MORE

Meet your objectives with objectivity

We all have subconscious biases – but that doesn’t mean we have to let them get the best of us or our finances. By working with our team, you not only have an accountability partner but a knowledgeable resource prepared to advocate for your best interests.

Contact us today to discuss how we can help ensure your financial plan is aligned with your long-term well-being or goals.

  • Charlotte Office 6805 Carnegie Blvd Suite 350 Charlotte, NC 28211-3575
  • T 704.442.4721
  • TF 888.201.7750
  • F 704.362.1839
  • Map & Directions
  • Map & Directions
  • Newport Beach Office 660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040
  • T 949.279.1747
  • Map & Directions
  • Map & Directions
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