Behavioral Biases

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” — Benjamin Graham

If you’re looking at headlines or feeling the pressure of the downturn, it’s easy to think you’re not in control. And it’s true—you have limited control over external circumstances (like the pandemic). But you have complete control over yourself and your behavior.

Times like these are when it’s most important to dig deep, root out bad habits, and come out on the other side mentally stronger than before. This short video shows exactly how you can overcome the hardwired biases that can cheat you, including the huge mental trap that even Warren Buffett has to fight.

Colleagues Once, Colleagues Again

For those clients who have been working with me for many years, you may remember her as Rebecca Stafford from our time together at Raymond James, as we worked closely on the same team for over ten years. With over 20 years of financial services experience, she is a true veteran.

Starting in the business as a part-time research assistant in the late 1990s and quickly advancing to our exclusive Registered Client Service Associate, she was vital to supporting our practice which grew substantially in the 2000s.