Theories of investment management have generally focused on the numbers – earnings, prices, trends, etc. It is only recently that we have begun to recognize the biggest problem with investing – the human mind. How you feel about a decision can irrationally override what would be a logical conclusion. As a result, investors frequently make irrational decisions which hurt their returns over time. This session will identify some of the behavioral finance mistakes made by general (and professional) investors.
Bio: Jaco is the founder of Sanitas Wealth Management, a fee-only personal financial planning and investment advisory firm serving Boulder and the surrounding communities. Jaco has 23 years of experience in financial services, including 10 years as Chief Investment Strategist at a national financial services firm where he had direct oversight of a $2 billion portfolio. www.sanitaswealth.com
Friday Jul 12, 2019
9:00 AM - 10:00 AM MDT
July 12,2019 From 9:00 AM to 10:00 AM
arielMIS, Inc
1017 E South Boulder Road
Ste B
Louisville, CO 80027
This training is free, we only require advance registration
https://arielmis.com/events/irrational-investing-investors-often-are-their-own-worst-enemy-presented-by-jaco-jordaan-sanitas-wealth-management/
Liz Oster
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