Behavioral Finance Insights for Uncertain Times
A Virtual Conversation With Morgan Housel
About the September 2022 Event
As disciplined investors, managing our emotions will always be one of our most important jobs. In our conversation with Housel, we explored both timely topics and timeless principles about how our behaviors and experiences with money affect outcomes, and why it’s so important that your financial plan is custom to you.
We also discussed Housel’s bestselling book—The Psychology of Money: Timeless lessons on wealth, greed, and happiness. In it, he offers a collection of short stories to highlight the many ways people think about money and Housel’s belief that doing well with money isn’t necessarily about what you know. It’s about how you behave.
View the Recording
Morgan’s message about ensuring your financial plan is custom to you is a critical discussion point in every client-advisor relationship. At CCM, we want to best support all of our clients in using their wealth as a tool to accomplish what is most important to them, which is why if you didn’t get a chance to join us for this event, we think you’ll find great value in watching the recording. View the recording. »