• 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

Financial Planning as a North Star

The daily stream of events and the accompanying wave of pundit opinion can take its toll on weary investors and leave them in a state of angst about the markets and their investments. Planning is a powerful tool to help investors to refocus on their long-term goals and stay on track. The chart below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50 in a wide range of market conditions.

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Contact

AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111

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