by scott@coltonwealthmanagement.com | Jan 29, 2019 | Behavioral BIases
Six Financial Best Practices for 2019 So, are you ready to get a jump on 2019 Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around. 1. Do...
by Scott Colton | Sep 7, 2018 | Behavioral BIases
The New Tax Deduction 199A Over the past few weeks I’ve had several conversations with clients who work professionally in the healthcare field as we review projections of their potential 2018 tax liability. In particular, I’ve spoken with several clients who work as...
by scott@coltonwealthmanagement.com | Sep 5, 2018 | Behavioral BIases
A Focus on Fixed Income It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to...
by scott@coltonwealthmanagement.com | Sep 5, 2018 | Behavioral BIases, CWM
Misperceptions About Market Corrections: Are You Prepared? If you enjoy fine literature, we recommend all of Warren Buffett’s annual Berkshire Hathaway shareholder letters, dating back to 1965. While financial reports are rarely the stuff from which dreams are made,...
by scott@coltonwealthmanagement.com | Aug 27, 2018 | Behavioral BIases
The ABCs of Behavioral Biases (F–H) Let’s continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we’ll tackle: fear, framing, greed and herd mentality. Fear What is...
by scott@coltonwealthmanagement.com | Aug 27, 2018 | Behavioral BIases
The ABCs of Behavioral Biases (A-F) Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation and familiarity bias....
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