behaviour finance Archives

2021 Year-End Insights from An Independent Financial Advisor

Post published:January 11, 2022

Yet another year of your careful financial planning process has been disrupted by the pandemic – or has it?
These uncertain times have impacted our work, life, mental health, and financial security. However, if you have been reading my blog posts this year (and even further back), you will likely know the key to weather market storms: setting goals, making plans, and maintaining a focus on ongoing financial planning, without jumping off course as a result of ever-volatile markets (and world events).
Let’s look back at some of the most popular blogs of 2021 featuring this independent financial advisor’s musings…

Behavioural Finance Focus: Cost Savings Tips to Attain Financial Freedom

Post published:November 22, 2021

As a personal financial advisor, I am often asked about “the secret” to attaining financial freedom. You are among the few drivers you have much control over. One great way to sharpen your financial acumen is by combining behavioural finance with an evidence-based perspective. By recognizing and understanding the basics of behavioural finance, you can fight those financial urges and focus on an evidence-based approach to wealth management. Are you ready to change your financial behaviour, uncover cost savings, and significantly improve your chance of reaching those long-term financial goals?