Stephen Horan

Decorative pattern

Planning and Advice

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” and “couldn’t take it anymore.” He felt he was over-exposed to equities in the first place.

By Stephen Horan |February 1, 2011

6 min read

Decorative pattern

Planning and Advice

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” […]

By Stephen Horan |February 1, 2011

6 min read

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