No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Wall Street may be a bad place to look for thrills, but as Wall Street knows, clients will pay to be seduced.
Trying to steer clients toward a particular investment—or away from one—can be an exercise in futility if you don't address the faulty logic that underlies their position. Here are the top five biases that trap investors and strategies for how to handle them.
The exploding interest in behavioral finance has created an awareness of the many emotional and cognitive biases that investors exhibit. New research can now tell us about the rules and strategies the wealthy create to help them control the impact of these biases on financial decision making.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025