Behavioral Investing for CPAs

In life – no matter the decision – it is difficult to do what we need to do and easy to do what we want.  However, there is no magic pill. 

Years of experience have prepared us to guide you through your life transitions.

Every crisis, every catastrophe, and every unknown.

How is this fable comparable with the average equity investor?  Let me explain.

The American investor wants to feel as though they have all the available resources at their fingertips instantaneously.

Do these two sets of numbers mean anything to you? 71 and 4500 / 3.37 and 200.  For many they can be a source of panic, uncertainty, or stress – driven by the financial media’s persistence to sell investors their emotions “du jour.”

Declines in the markets may be frightening to many who do not view their investments in the proper perspective.

Most believe the COVID-19 Virus pandemic has been devastating to our country and the world (which it has), however there has been a more severe virus lurking undetected for decades.

We are all too familiar with those childhood fables which remind us of good vs. evil, right vs. wrong, and in this case, a reality the investor may not want to face.

Years of experience have prepared us to guide you through your life transitions.

First, stop listening to the soothsayers (the financial media) and making decisions based off what they are selling.

What I will describe is focusing on the Unknowable vs. Knowable - a key to long-term investor success.

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning. 

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.