AIR Login Subscribe Home Investments Viewpoints Company How to Avoid Overreacting to Taxes Written on 15 November 2021. Posted in Behavioral Advisor With the sharp market rebound, investors may find sizeable gains and tax consequences in their portfolios. Few things generate a more emotional response than taxes. Deciding to hold or sell an investment based purely on the tax consequences is usually at odds with maintaining a disciplined investment process. Ultimately, marginal differences in tax treatments are not as significant as we might imagine. Continue Reading Financial Planning as a North Star Written on 30 August 2021. Posted in Behavioral Advisor The daily stream of events and the accompanying wave of pundit opinion can take its toll on weary investors and leave them in a state of angst about the markets and their investments. Planning is a powerful tool to help investors to refocus on their long-term goals and stay on track. The chart below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50 in a wide range of market conditions. Continue Reading More Choices, More Confusion Written on 06 October 2021. Posted in Behavioral Advisor There has been an overwhelming growth in the number of investment choices over the last 20 years, as asset managers compete for investment dollars. As a result, many investors are easily overwhelmed by the sheer volume of investments and confused about what investments they should have. The chart below highlights this explosion in today’s marketplace. Continue Reading What to do with an Investment Windfall Written on 11 June 2021. Posted in Behavioral Advisor Investors spend a lot of time and energy talking about the next big market crash or how to avoid large losses. The opposite side of that coin is what to do when faced with large, unexpected investment gains. It’s natural to want to spend at least some of this “free money,” but before you rush out and buy something, take a few minutes to think about the advantages of not doing that. Continue Reading Behavioral Finance straight to your Inbox Behavioral Viewpoints features new topics each month which are intended to help advisors and investors gain a deeper understanding of how behavior shapes the investing landscape. Subscribe Now Athena Global Tactical ETFs 5-Star Overall Morningstar Rating for 26 consecutive quarters. Learn More About Company The Team Investments Behavioral Portfolio Management The Latest Behavioral Viewpoints Recent Coverage Recent Press Releases Disclosures Form CRS ADV Part 2 Privacy Notice Business Continuity Contact AthenaInvest Advisors LLC 5340 South Quebec Street, Suite 320-S Greenwood Village, CO 80111 Phone: (877) 430-5675 Fax: (303) 721-6294 Email: support@athenainvest.com Copyright © 2021 AthenaInvest, Inc. All Rights Reserved. Privacy Terms Site Map