Menu
As financial planners, it’s important for us to understand economic conditions and their effect on the investment markets to properly position our clients’ portfolios. An equally important and often overlooked part of our job is managing investor’s emotions. Behavioral Finance is the study of psychological influences and how they affect investor behavior. In this five-part series, we will examine some of the most prevalent biases that we see and how understanding them can help us manage not only our client’s portfolios, but their emotions as well. The first bias that we will examine is Loss Aversion. Loss Aversion is the tendency to prioritize avoid losses over achieving gains.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
