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The ABCs of Behavioral Biases (F–H)

Submitted by Waterstone Wealth Advisors, LLC on May 24th, 2018

Let’s continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we’ll tackle: fear, framing, greed and herd mentality.

 

Fear

 

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The ABCs of Behavioral Biases - (A to F)

Submitted by Waterstone Wealth Advisors, LLC on May 14th, 2018

Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation and familiarity bias.

 

Anchoring Bias

 

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The ABCs of Behavioral Biases - Introduction

Submitted by Waterstone Wealth Advisors, LLC on May 14th, 2018

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we tend to leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards.

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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Submitted by Waterstone Wealth Advisors, LLC on March 20th, 2018

Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).

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Video: How to Choose the Right Investment Advisor

Submitted by Waterstone Wealth Advisors, LLC on March 20th, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 

Go to the Gym for Lower Insurance Premiums

Submitted by Waterstone Wealth Advisors, LLC on January 2nd, 2018

It stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people. What you may not know is that they can also be wealthier people because they may pay lower premiums on their insurance.

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What the New Tax Bill Means to You

Submitted by Waterstone Wealth Advisors, LLC on December 19th, 2017

The new tax law hasn't been formally ratified by the U.S. House and Senate, but all indications are that the Tax Cuts and Jobs Act of 2017 will be sent to the President’s desk in the next few days.  As you probably know, the House and Senate versions were somewhat different.  What does the new bill look like?

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How to Respond to a Data Breach

Submitted by Waterstone Wealth Advisors, LLC on September 11th, 2017

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

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The Keys to Connecting

Submitted by Waterstone Wealth Advisors, LLC on July 19th, 2017

How well do you connect with other people in informal social occasions?  If you tend to be shy or awkward at cocktail parties or networking events, it can be bad for your career and rob you of connection with others who might become friends or mentors. 

 

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Is 'Freedom 55' an Option Anymore?

Submitted by Waterstone Wealth Advisors, LLC on July 19th, 2017

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60.

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