Behavioral Finance Insights

Erica Cameron

Partner

Behavioral Finance

Seven Easy Steps to an Effective Year-End Review of Your Family Finances 

As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

Peter Yoon

Principal

Behavioral Finance

The Case for International Travel Insurance

World travel offers a myriad of experiences and memories, but it’s not without risks. Travel insurance is a vital safety net, covering everything from lost baggage and trip cancellations to emergency medical evacuations, ensuring that unexpected disruptions don’t financially and emotionally overwhelm travelers.

William Tricarico

Associate

Behavioral Finance

The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not

Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]

Susan Hartley-Moss

Partner

Behavioral Finance

Introduction to the Art of Collecting

Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate. 

John Hyman

Partner & Director of Investment Management

Behavioral Finance

Behavioral Finance: We Have Met the Enemy and…

In this paper, we discuss some of the more common tendencies that affect investors and we offer a few tips that may help keep investors from being meaningfully impacted by them.

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James Izard II

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.