Refreshing Snippets

Understanding Your Investing Behavior
Investing Pamela Chen, CFA, CPA, MBA Investing Pamela Chen, CFA, CPA, MBA

Understanding Your Investing Behavior

It’s critical that an advisor, such as Refresh Investments, understands the emotions inherent in investing, including your level of worry and your reaction to loss. To get at that, we need to look at the behavioral aspects of financial planning and investing.

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