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August 14, 2014
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September 25, 2014

Client Event Held About Emotions and Investing

As the stock market has continued to rally from the market lows of March 2009, we thought it would be a good idea to help our clients prepare psychologically for the next downturn in stocks. We don’t know when or even what shape the next decline will have. With the financial pain of 2008 still fresh in people’s minds, we want to help our clients withstand the downturns that will inevitably come as a part of being a long-term investor.

Recent EventFor our June Client Event we visited Fleming’s Prime Steakhouse and Wine Bar and invited Jay Mooreland, MS, CFP®, founder and owner of The Emotional Investor, to join us. Jay attended the University of Minnesota where he pursued his graduate degree in Applied Economics and has played an investment advisory role to clients since 1999.

Jay MoorelandJay’s research is on the findings of behavior’s influence on investor decisions. He provided us much insight into human tendency and in identifying our cognitive and emotional biases. The Emotional Investor has been published in the Journal of Financial Planning and Investments and Wealth Monitor. Client feedback from this event was that Jay’s upbeat and interactive presentation made for one of the best events to-date. It’s our hope Jay’s message and tips will help you in controlling those innate and subconscious urges allowing you to becoming a more successful investor by sticking with your investment strategy, despite the temptation to do otherwise.

We’ve provided a copy of The Emotional Investor’s brochure, The 9 Habits of Successful Investors™, as well as the corresponding behavioral profiler, Understanding My Client™. These two pieces work hand-in-hand by recognizing biases and then offering education and guidance to make more disciplined investment decisions, where the questions of the profiler align with the nine habits from the brochure.

Margaret GraceBradford and his wife, Ann-Marie Ferguson have been blessed with a beautiful baby girl. Margaret Grace (pictured left) came into this world Sunday, June 22nd.

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