Summit Fever describes a phenomenon where a mountain-climber approaches the summit of a climb they become more likely to take outsized risks. It’s not a hard task to draw parallels between this behavior and investors with concentrated stock positions.
Read MoreThe effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual’s own company.
Read MoreIf you’re an individual with ISOs (Incentive Stock Options), you quickly learn that AMT (Alternative Minimum Tax) can become a very real consideration around exercising those options.
Read MoreYou may have experienced the trend of sharing of investment advice on social media. You know the scenario: someone you haven’t talked to since high school opened his first Robinhood account last week and he’s got a hot stock tip to share on Facebook. He hasn’t lost yet and he’s doing YOU a favor by sharing...
Read MoreThere are few such events that impact you so greatly (and so early in life) as marriage does...
Read MoreWhen volatility increases in the markets, it’s easy to second-guess your investment plan instead of assessing it properly. The hallmark of a successful investor is the ability to focus on both the returns and the risk level of an investment. While the the introduction of negative returns is a reminder of the existence of risk, the assumption of risk...
Read MoreDo you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect on the lessons learned from the Bitcoin frenzy. Whether it was Bitcoin or some other great investment idea you obsessed...
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