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  • Silicon Valley Bank and Herd Mentality

    The insolvency of Silicon Valley Bank (SVB) occurred very fast. One day they are doing fine and the next they are out of money. This is technically true but this does not mean they are insolvent or bankrupt at that time. Their bankruptcy was not due to a lack of assets but a lack of…

  • Taking Stock of Your Stocks at EOY

    To sell or not to sell, that is the question. Whether tis nobler in the mind to sell your losers and gain some tax advantages or suffer the sling and arrows and hope for a rebound in the new year. Lost in Semi-Crypto Let me tell you, I feel the pain of loss aversion and…

  • Why Good Companies May Not Be Good Investments

    I have invested in poorly managed companies or companies that have never made money, but I made a great return on them. And there are good companies that make great investments. It comes down to risk and reward, risk tolerance, and is your focus on short-term or long-term goals. Let’s first define what a good…

  • Top 4 Tips to Overcome Status Quo Bias in Investing

    Newton’s First Law of Motion states that a body at rest will remain at rest unless an outside force acts on it, and a body in motion at a constant velocity will remain in motion unless acted upon by an outside force. This is status quo bias. But let’s dig a bit deeper into why…

  • Don’t Let Sunk Costs Sink Your Finances

    The sunk cost effect considers past non-recoverable costs, time, or resources in deciding the future. In other words, whatever effort, money, or time you have put into an investment does not matter when looking at the investment in the present and predicting the future. The sunk cost effect varies by the cost or effort put…

  • Top 4 Emotions to Control for Stock Investing

    Let’s be honest. When investing, we all love to win and tell everyone what a great investor you are. You love to tell a story of how you found this stock put in $100, and then made $10,000. Of course, you don’t tell them the other story where you put in $100, and the stock…

About Me

After studying behavioral finance during MBA school, I am continually fascinated by how emotions and biases shape our decision about personal finance and investing. I want to teach everyone how they can use their emotions to shape a better financial plan for themselves and their family.

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“Do not say a little in many words but a great deal in few.” – Pythagoras