Understanding the Psychology Behind Panic Selling When markets decline, fear can often take control. For many investors, seeing their portfolio shrink triggers the urge to pull out, cut losses, and seek safety. But this reaction—while deeply human—is typically imprudent. Behavioral finance research led by Nobel Laureate Daniel Kahneman shows that we are loss-averse: losses feel…
The Fiduciary Illusion: What Most Investors Don’t Know Many investors assume the word “fiduciary” guarantees impartial advice. In reality, the financial services industry allows dual registration—meaning an individual can be registered both as an investment advisor and as a registered representative of a broker-dealer—enabling them to act as a fiduciary while also functioning as a…
When the market feels like a rollercoaster, it’s easy to want off the ride. But for investors with a long-term vision and dreams to achieve, staying the course can be critical to reaching their goals. At the nucleus of a prudent and disciplined investing strategy lies a powerful principle: rebalancing. What Is Rebalancing? Rebalancing is…
