Behavioral Finance Insights

William Tricarico

Associate

Behavioral Finance

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

April 19, 2023   -   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.

Judith Gordon

Principal

Behavioral Finance

The Spirit of Giving

Mindful giving allows us to consider what we know of the recipient and to think about what that person might like to receive. Principal Judith Gordon outlines ways to think outside the box and bring mindfulness to holiday gifting.

Matthew Serkes

Principal

Behavioral Finance

The Benefits of Working with a Financial Advisor

Have you ever considered working with a financial advisor? If not, you should, as money and financial planning can be contentious subjects, and separating your emotions from your finances is easier said than done. Along with creating an investment portfolio, other topics such as estate planning, evaluating and obtaining insurance, financing or re-financing a home […]

Aaron Waxman

Partner

Behavioral Finance

Taking Time Off

Modeling of scenarios (including stress testing) around life expectancy, investment returns, and income/spending assumptions can be an effective roadmap.

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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.