Carson Wealth’s Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ Senior Wealth Advisor and Chris Graw, CFPⓇ, ChFCⓇ, CLUⓇ Managing Partner, Wealth Advisor discuss the importance of Behavior Finance.
February 12, 2025
Behavioral Finance
Key Takeaways
- Bucketing Strategy
- Understanding Risk Tolerance Before Market Fluctuations – Developing a strategy during stable periods can help you stay aligned with long-term financial goals during market downturns.
- In times of uncertainty, maintaining a disciplined approach can be beneficial. We help you make informed decisions based on your financial plans.
- A Long-Term Perspective: Staying Invested vs. Market Timing
- Separating short-term liquidity needs from long-term investment goals can help support financial stability.
