Emotions and Investing

Just because something has worked for a long time, that does not mean it will work going forward—but that is an inherent mental shortcut. I am here to help you think carefully about your choices and ensure that the risks of investment options are well defined and fit within the parameters of your plan.

Emotional Investor


February Fluctuations

After a long time of very calm markets, suddenly, we were reminded what volatility is. Learn how we can mentally prepare and make good decisions in volatile markets.

Predictably Emotional

We are all emotional. The good news is we can predict what triggers our emotions and take steps today to ensure we make fewer emotional decisions tomorrow.


Each year, financial experts provide their forecasts, and a "consensus" is made. How accurate was the consensus in 2017, and what does that mean for us going into 2018?