Embracing Behavioral Finance for Enhanced Investment Management with Avior Wealth Management
We all have biases that drive our decision-making, and that includes financial decisions such as investment management. Learn how psychology and finance intersect with investment strategies and some of the most common financial biases and how to address them. Psychological factors influence just about every decision you make, whether you’re aware of it or not. This is also true for finance – our emotions and inherent biases govern our financial decisions,...
Securing Your Legacy: Key Considerations for Estate Planning
Discover the importance of estate planning, unravel its key components, and learn strategies for smooth wealth transfer and tax optimization. Many people think that estate planning is only for the wealthy, but that's simply not true. Everyone should have an estate plan, regardless of their age, wealth, or marital status. Think of it like drawing a roadmap for your future. It helps you ensure that your wishes and loved ones are...
Why Investors Need Perspective on the Soft Landing Debate
Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a "soft landing" and what it may mean for the timing and size of Fed rate cuts later this year. The S&P 500 and Nasdaq fell 1.5% and 3.2%, respectively, driven by a decline in large cap tech stocks, while the 10-year Treasury yield climbed to 4.05%. Market-based measures still suggest that...
5 Insights to Understand Markets in 2024
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full circle and is now only a fraction of a percentage point below the all-time high from exactly two years ago. The U.S. 10-Year Treasury yield climbed as high as 5%...