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Overcoming emotions to avoid behavioral investing

  • by CWA
  • •    December 7, 2018
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The long and short of it is, our emotions and behaviors affect the decisions we make every day. But, when it comes to decisions around when and what to invest in—acting on a whim or a feeling can often lead to trouble.

In this short video CWA Partner Judson Crawford looks at the discrepancy between average investor vs. average market return.  CWA recommends that investors utilize money managers to manage their investment portfolio. Investors can see this as an unnecessary cost, but the truth is, the average investor consistently earns below-average returns.

It can be possible overcome some behavioral inconsistencies—our advisors suggest investors take these three steps:

1. Understand your risk level
2. Have a diverse portfolio
3. Trust your managers

If you’re interested in more videos around investments, dental practice transitions, or other business management topics, visit our CWA YouTube channel.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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