Tag Archives | Behavior Gap
e834b60821f1013ecd0b470de7444e90fe76e6d31eb015439df6c9_640_Rio-Brazil

Having the Discipline and Patience of Olympics athletes

Our family is thoroughly enjoying watching the Olympics especially with the strong showing by the United States teams.  To watch all of these worldwide athletes perform at such high level is a thrill especially if you have ever attempted to play any of the sports that are competing this summer in Rio de Janeiro, Brazil.  I […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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The NY Jet defense in action

Managing the 3 Major Financial Risks

To be successful at anything, one must be able to evaluate the risks that one will encounter.  As the New York Jets entered the draft and explored off-season free agent additions this year, they are aware of the risk that they have with an unsigned and aging starting quarterback (QB).   This Jet fan was glad that the coaches have […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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"7"

How we can help you as a behavioral financial advisor

I have worked as a financial advisor since 1996. But because the term financial advisor is widely used throughout the financial services industry including life insurance salespeople and stock brokers, most people who I talked to don’t fully understand what I do for my clients. There are two numbers that sum up what we do for […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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Just starting

Investors and the Marshmallow Test

Have you heard of the marshmallow test given to small children? The test is used to determine children’s patience and the overall impact that patience may have on their lives.  How does that relate to us as investors?  Quite a bit – it turns out. The marshmallow test, as it was later referred, was conducted by a […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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Even during military operations, the US stock market advanced. Investment behavior will be key to capture returns.

Investor Behavior Gap

We have a hard time believing that our own actions could be the cause of our investment returns being less than they should be.  I was investing my own 401 (k) assets while working at Chase Manhattan Bank in early 1991.  The news of the day was the imminent attack by the U.S. on Iraq […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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Chinese Bank of China

The Cost of Fear: Reduced Investment Returns

This is a guest post from  Sheldon McFarland,VP, Portfolio Strategy and Research with our partner Loring Ward.  He addresses why investor behavior is often at times at odds with their long term interests. What are you worrying about today? If you are an investor, you’ve had plenty of choices recently: Congressional Stalemate, troubles in the Euro […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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Picture of a fortune cookie with the phase inherit a large sum of money

Emotional Investing

As Behavioral Advisors, we strongly believe that successful investing results from acting toward the achievement of your goals and not reacting to the current news or heaven forbid someone’s market forecast (better described as guesses).   There are also other behaviors which negatively impact the investment outcomes for people.  The largest behavioral factor is allowing emotional feelings to cloud […]

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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