Our primary objective at Athena is to generate long-term performance for our clients. A major contributor to that end is avoiding costly mistakes or compounding an already difficult situation. Beneficial long-term decisions often feel counterintuitive at the time, but don’t underestimate the value of a steady hand when things seem the most grim.
Behaviors Move Markets: How this Proven Behavioral Tactical Strategy Capitalizes on Opportunities Webinar
Join AthenaInvest’s C. Thomas Howard, PhD, CEO and Chief Investment Officer, and Steve Bogosian, Director of Sales, to explore the effect of investor behavior on the equity markets and how the Athena Global Tactical EFTs portfolio harnesses crowd behavior to enhance portfolio performance.
Becoming a Behavioral Wealth Advisor goes beyond reactive coaching. It means taking a proactive approach to wealth management designed to build confidence and minimize behavioral triggers and biases that can destroy wealth.
These are uncertain times. We work with great advisors that have shared their observations and resources with us and we thought you might find some of this helpful.
New York Times Best Selling Author Daniel Crosby PhD, Chief Behavioral Officer of Brinker Capital and C. Thomas Howard PhD, CEO and Chief Investment Officer of AthenaInvest joined us for a discussion on the application of behavioral finance. In this one hour replay, we explored how psychological factors influence decision making and how behavioral finance is changing the art and science of investment management.
As volatility returns to normal levels and questions abound about the duration of the current bull market, many financial advisors are focused on client behavioral coaching, hoping to prevent panicky sell-off requests that can destroy long-term wealth.