AR

Investors who follow a plan have a much higher probability of achieving their goals. Without a plan, people often act on their emotions or make frequent changes based upon the events of the day. We know that over our client's lifetime there will be political, social, economic, and market events that will challenge even the most diligent investors. We are here to help prevent our client's emotional responses to market fluctuations turn into over-reactions. These over-reactions often result in unintended consequences that can derail important financial planning and long-term goals... Behavioral finance is at the root of our portfolio management philosophy. Historically speaking, investors have always been their own worst enemy. Simply stated, behavioral finance helps us use data to try and reduce the number of mistakes investors have historically made on their own. We start by thinking and acting for the long term. At the same time, we understand that Life is not lived solely in the..

Also known as: AR, KS

Primary location: Dubuque United States