You think before you act, but there’s more to thinking than you realize.Watch the Videos
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.
From your coffee order to the contents of your investment portfolio, explore how relying on familiarity can hold you back.Learn More
From clinging too tightly to a favorite item past its prime to the fear of defeat, loss aversion can keep you from winning.Learn More
From overestimating your odds to underestimating outside influences, see how overconfidence can undermine you.Learn More
From treating “found” money differently to having conflicting goals, mental accounting could obscure the bigger picture.Learn More
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.