Behavioral Finance

Behavioral Finance

What makes up your mind?

You think before you act, but there’s more to thinking than you realize.

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Ready to find out
what makes up your mind?

Choose between two responses to these everyday life scenarios.
Don’t overthink it – just select the option that feels most like you.

Every decision you make – from where to get coffee in the morning to what you’d do with a windfall – is a balance between the things you know, the lessons you’ve learned and the factors you can observe, and the things you don’t. And what you don’t know is that a range of unconscious biases are informing the way you think. Here we cover four of the most potent and how you can overcome them.

  • Familiarity

    From your coffee order to the contents of your investment portfolio, explore how relying on familiarity can hold you back.

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  • Loss Aversion

    From clinging too tightly to a favorite item past its prime to the fear of defeat, loss aversion can keep you from winning.

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  • Overconfidence

    From overestimating your odds to underestimating outside influences, see how overconfidence can undermine you.

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  • Mental Accounting

    From treating “found” money differently to having conflicting goals, mental accounting could obscure the bigger picture.

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The right advice
starts with a trusted relationship

We believe financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Because as your needs become more complex, sophisticated advice and a relationship built for the long term become even more important.

Is your mind made up?

Talking with a financial advisor can help you explore – and manage – the impact of behavioral biases on your biggest goals.

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