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  • Lineage Financial Planners of Raymond James
    8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443 T: 810.695.3589 F: 866.522.9603 TF: 800.521.9767
    Map and Directions Map and Directions
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James
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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

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  • 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.

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  • 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.

Plan your financial future
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James

Connect with us

  • 8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443
  • T: 810.695.3589
  • F: 866.522.9603
  • TF: 800.521.9767
  • Map & Directions
  • Map & Directions
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There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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