Month: December 2022
A Conversation About Behavioral Finance with Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

A Conversation About Behavioral Finance with Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

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Behavioral finance is an intangible topic that has to do with more of an investor’s underlying tendencies or biases, not necessarily the evaluation of an investment based on quantitative or qualitative aspects of a company. 

In this episode, Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, talk about the seven common biases that can influence your investment decisions. Understanding these can help investors understand why utilizing an advisor is beneficial. 

Nick and Ryan share more about:

  • The meaning of behavioral finance
  • Common biases to be aware of
  • How your biases can result in decisions that negatively affect your future
  • And more

Connect With Nick Roth and Ryan English:

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A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

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When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

  • Opportunities for implementation of tax loss harvesting
  • Why this might be a good time to evaluate Roth conversions
  • Maximizing the value of your family gifting
  • And more

Connect With Joe Patterson:

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