Your emotions and biases may have a greater impact on your decisions than you think... Our Managing Partners Stephen Weitzel and Joe...

By Michael J. Bennicelli , II, CFA You may have wondered while watching financial media why many financial advisors , analysts, talking heads, and pundits seem to have similar opinions about the direction of the markets, interest rates, and even individual stocks . The news can sometimes become an echo chamber of the popular takes, especially as markets trend towards extremes. You may have also observed that many of these opinions are often judged against the broader “ consen

What does your advisor not want you to know? Our Managing Partner, Stephen Weitzel, and our Chief Operating Officer, Michael Bennicelli,...