91. Is Your Behavior Affecting Your Portfolio?
The team talks about behavioral finance and the impact that your behavior can have on your investment portfolio. They talk about various biases, such as conservatism, overconfidence, herd behavior, and loss aversion. Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® tell you how to overcome bias and set yourself up for success. Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan?…
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