2024 Q4 Investor Psychology Commentary - Dealing with Optimism Bias & Confirmation Bias.
In this video, Mission Wealth Partner, Senior Wealth Advisor, and behavioral finance expert Joey Khoury discusses the psychological traps of Optimism Bias and Confirmation Bias across three core areas: Investments, Estate Management, and Financial Planning. Joey also shares practical planning tips to ensure you know how to navigate these traps.
Our quarterly commentaries apply behavioral finance principles to help investors make more mindful decisions amid market fluctuations. Dive into practical tips on diversification, strategic allocation, rebalancing, tax efficiencies, and maintaining long-term scope to keep your portfolio aligned with your goals - missionwealth.com/insights/behavioral-finance/
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