July 20, 2022

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more...

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IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more mindful on your wants, finding substitutes for activities, finding a side job and more. They also discuss options to consider for your retirement accounts when you change jobs, advising taking control of your money in your plans.