Blog tagged as Behavioral Finance

Tips to Avoid Getting Emotional About Your Investments

01/19/2024 11:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tips to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. Follow these tips to avoid getting emotional about your investments.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It

12/07/2022 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Are You Procrastinating About Your Finances? Here are 5 Ways to Overcome It
You probably learned in college, that procrastination is usually not the best way to do your best work. Do you procrastinate with your finances, as well? These five tips can help you to overcome this bad habit.

How March Madness Is Like Investing

03/16/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits

11/22/2021 12:29 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
People are spending more time than ever on their phones and other screens. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

Evidence-Based Investing + Indexing: Making a Good Thing Even Better

01/26/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Evidence-Based Investing + Indexing: Making a Good Thing Even Better
As the public grows increasingly familiar with “passive” or “index” investing, it’s becoming easier for individual investors to gain cost-effective exposure to …
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