TheLiveBigWay* Digest – The Psychology of Financial Planning and Investing
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Investor Behavior: The Psychology of Financial Planning and Investing Why do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published by Wiley Finance. Dave and Elissa were part of the dynamic team of academics and experienced practitioners who contributed to the body of knowledge in “Investor Behavior.” Their contribution, “Policy-Based Financial Planning: Decision Rules for a Changing World,” places Policy-Based Financial Planning squarely within the context of behavioral finance and “choice architecture.” |
| Yeske Buie Open House in Virginia
Join us at the Yeske Buie Open House on Thursday, Mar. 20th from 4:30-6:30 p.m. Drop by the Vienna office and mingle with the entire staff. Back by popular demand, we will be featuring a professional tarot card reader. Eve from Elite Tarot will be helping guests gain clarity and insight on business and/or personal questions. Elissa and Dave will feature several of their favorite wines and we will have our stemless wine glasses as a souvenir. We’ll have treats on hand courtesy of Purple Onion Catering Co. |
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| Love and Money Revisited
Last Valentine’s Day, we discussed The 5 Love Languages, five ideas for having quality financial conversations with your mate, and explained why a “sweetheart will” may not be a sweet way to plan your estate. Revisit how love and money can intertwine. |
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| Elissa and Dave Sailing in the BVI
Elissa and Dave returned earlier this week from their sailing excursion in the British Virgin Islands. Here are a few pictures from their trip. |
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