Behavioral Finance

Psychology of Money

On to Chapters 10 & 11. Chapter 10 is a must read - everything to think about regarding savings. Chapter 11 considers being reasonable vs. rational, especially in our investment lives.

Psychology of Money

We’ve been reading Psychology of Money and discussing it with our clients. Here’s a recap of Chapters 8 & 9 talking about how no one cares what kind of car you drive and the difference between rich vs wealthy.

Baer Facts Friday - September 4

-Unemployment drops as 1.4 million jobs are added

-Automation helps ensure desired outcomes

-Celebrate the contributions of others on Labor Day

Baer Facts Friday - August 14

-Consider refinancing

-Election investing and what it means for your portfolio

-Saving for your child and grandchildren

Baer Facts Friday - July 24

--The latest stimulus bill proposal in Congress

--How much risk to take if you're "set" financially

--Consolidate and simplify

Baer Facts Friday - May 29

Space X and innovation.

Instead of trusting headlines for investing, here's what you should do.