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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.
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