Some Thoughts on Behavioral Finance and Investing (4Q21 Mid-Quarter Newsletter)
December 15, 2021 Brain Game Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a client for a periodic portfolio review. We had assembled a diversified common stock portfolio based upon the client’s financial profile and risk tolerance, and I recall being very excited to schedule this meeting because the account had performed quite well during the prior year. I met with the client, and we reviewed his account per