Behavioral Finance

Behavioral Finance explores how human beings make decisions under uncertainty – exactly the kinds of decisions we all make in investing. The conclusion is simple: we don’t always make rational decisions. Instead, decision-making is influenced by emotions and approaches that seem logical but in fact are not. We believe that if we can help you understand each of your natural decision-making tendencies, you can work with your Stifel Financial Advisor to build plans and select investments that help to pursue your long-term goals while working in concert with their natural inclinations

Many wealth managers focus exclusively on risk tolerance as the basis for plans. To us, that misses important insights into an investor’s needs, approach to investing, and philosophy about the management of his wealth.

For more information about Stifel Financial ID and Behavioral Finance, watch these videos and be sure to reach out to your Stifel Financial Advisor: