• Research and data-driven behavioral insights to guide client conversations

  • Practical application of behavioral finance to portfolio construction, management and analysis

  • Ideas, guides and materials designed to differentiate and grow your practice

  • Current market conditions from the Behavioral, Economic, Valuation, and Technical perspectives

The Power of Planning

Now, more than ever, planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50, over a wide range of market conditions. The results show that having and sticking to a plan results in three times the net worth when compared to those who don’t have a plan.

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Behavioral Advisor Perspectives and Practices: Practical Planning Is Your Compass

The next several weeks are going to be challenging for advisors and investors. The reality of the scope and severity of the pandemic along with the associated economic and market damage will hit home raising fear levels to new highs. In these times, it will be hard not to overreact, panic or lose hope. Strong emotions and behavioral biases including, anchoring, loss aversion, cascading and availability bias can cloud our thinking and lead to poor decision making. Engaging in realistic and practical planning discussions along with relevant behavioral coaching can provide essential support during these challenging times. 

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Behavioral Advisor Perspective and Practices: Bear Market Behavioral Biases - Are You Sure About That?

We make 95% of our decisions using Systems 1 Thinking that is automatic and emotional using mental shortcuts. Systems 2 Thinking, by contrast, requires conscious effort with logical thinking and analytical methods. Long-term investing is often counterintuitive and requires a disciplined System 2 approach. Bear markets compound our normal biases generating strong emotional triggers that can result in poor decision making.

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Webinar - Return of the Active Manager: A Behavioral Approach

Recent volatility illustrates how the markets truly are “human institutions” and shows the impact of emotional crowds. Listen in to explore the effect of investor behavior on active equity returns and discover ways to generate alpha by restructuring various aspects of investment management using behavioral factors. Learn proven techniques from manager selection, to security analysis, to portfolio management.

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Behavioral Advisor Perspectives and Practices: Drawdown, Turbulence and Recovery

Everyone breathed a sigh of relief as markets had several positive days. Don’t be surprised, however, if markets drop suddenly and test or breach previous lows several times over the next few weeks or months. Much like flying through a thunderstorm, there are likely to be some bumpy times ahead. No matter how many times you have flown, your heart jumps every time the aircraft drops. Fortunately, there is no need to time the bottom for long-term investors. 

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Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 365-N
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294
Email:     support@athenainvest.com