Tag Archives | #LakeNorman
pfs millennials

Millennials, The Unknown Generation

Are You on the Same Wave Link As Them? As Business owners and parents it is important to remember the future of our companies and of society are millennials. I try to take the opportunity to learn from them and see how their suggestions can fit into my business. Having two millennial children also helps me to see and […]

Read full story Comments are closed
availability-bias

Behavioral Finance: Availability Bias

Any financial decision we make is based on our behaviors. It is important to understand how our behaviors can translate to and impact our financial future. As an everyday investor it is important to understand availability bias. Understanding these concepts and their possible impacts on our financial decisions is an important Financial Strategy For Life!   The link(s) […]

Read full story Comments are closed
home-country-bias-300x167

Behavioral Finance: Home Country Bias

How does your home country bias relate to you as an investor?  Do you think it does at all? Find out in the behavioral finance video below from Franklin Templeton. Knowing how home country bias can influence you as an investor is an important Financial Strategy for Life!   International investing involves additional risks including risks associated […]

Read full story Comments are closed
loss aversion

Behavioral Finance: Loss Aversion

What is Loss Aversion? Find out in the behavioral finance video below. Understanding loss aversion and how it relates to you as an investor is a great Financial Strategy For Life!   PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the third-party material provided here, you are leaving […]

Read full story Comments are closed
art-6_american_weekly

Happy Labor Day

Find out the history of Labor Day in the History Channel’s video below. Make sure to say thank you to all those in our labor force! Happy Labor Day from Preferred Financial Strategies!

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.