Behavioral finance advisor in Syracuse, NY and the surrounding areas to help you make good choices.
Investors are more aware than ever that they are facing an uncertain future. Data shows that over time, investments work better than investors. This is because emotions such as fear, greed and exuberance can influence decision making.
Whether it is real estate, stocks and bonds or gold and silver, it is emotionally easy to “buy high” because of exuberance, or to “sell low” because of fear.
Behavioral finance helps us understand the reality that people often can behave irrationally and in a biased manner when it comes to their finances. Our job is to help our clients make rational decisions in the presence of competing and challenging emotions.
We want to know what is most important to you, so you can align your decisions with your goals, and your goals with your values.
How Our Behavioral Finance Advisor Will Help You Plan For What You Value the Most
My team and I prepare our clients for the possilbility of a long life or a life that is prematurely shortened, a healthy life or one that isn’t, good times and strong markets or hard times and weak markets.
We have our clients do an exercise to identify their values. Value orientation is very personal and is like having a goal that really means something to you. That is why we tie your goals with your values. It is a strong connection that will help you stay the course.
The Goals That Our Behavioral Finance Advisor Have for You
Our goal is to help our clients think clearly, help manage their emotions and assist in making intelligent decisions.
In following the comprehensive advice of our behavioral finance advisor, if you need money we will find a smart place to get it from tax wise or otherwise.