Loss Aversion
Loss aversion is the tendency to feel losses more intensely than gains, sometimes leading individuals to take extreme steps to avoid financial risk.
Moran Quarterly Economic Commentary 2023 Q1
Quarterly insights from our founder, Tom Moran.
Bonds
While less eye-catching than stocks, bonds may contribute to diversification and broader asset allocation strategies.
Anchoring Bias
Anchoring Bias: What is it and how does it impact our financial decisions?
Overcoming confirmation bias to make smart financial decisions
While your investments and values should be aligned, confirmation bias may prevent you from realizing the underperforming stock isn’t helping you reach your financial goals.
Overconfidence
This state of mind gives people an illusion of superiority and control, causing risky behaviors regarding money and investing strategies.
Taking That Next Step
Partnership with Barron’s in Education.
On Everyone’s Mind – Inflation
Market Unpredictability & Volatility
Is Inflation Here to Stay?
In my recent conversations with clients, there was one topic that seemed to be at the forefront of everyone’s mind — inflation. While there are overt signs that inflation is here, the question remains if it will stay.