Kilpatrick Advisors Host Behavioral Finance Webinar April 26, 2017

April 12, 2017 – – Alpharetta, GA — Kilpatrick Advisors, Inc. today announced that it will host a webinar for clients and investors interested in Wealth Creation and Preservation looking for the latest information on Behavioral Finance Advisory can register to attend Kilpatrick Advisors Introduces “Behavioral Finance Advisory Services” scheduled for April 26, 2017.

Kilpatrick Advisors, Inc. is sponsoring this event, which will cover key issues such as:

Behavioral Finance and Wealth Management – Investors who reflect on their values before making a decision of almost any kind, including a financial decision, make better decisions. Values reflection won’t make an investor smarter, but values reflection will make the investor more rational.

Introducing Values-based Investing – Because the values are the boundaries that investors use every single day in making decisions not just about money, but in general, in all aspects of a client’s life.

Introducing the Four R’s – The 4Rs, Recognizing, Reflecting, Reframing, and Responding. How the 4 R’s really work and how prudent investors use them.

How one manages their emotions is a significant factor on investment success, yet very few people manage emotions properly. Keeping emotions in check can have a considerable impact on long-term results and sustainability.

Quantitative studies by leading research firms on investor behavior indicate that many main street investors underperform the S&P 500 index by about 67% or more over time (Dalbar, 2014). This significant “behavior gap” is a clear example of the perils of investor psychology to emotionally take action on short-term news and market information.

This “herding mentality” conditions investors to manifest in chasing the latest top performing market, asset class or security–buying it at the peak (greed), riding it down (remorse) and then selling at the bottom (fear.)

Through the power of asset allocation and diversification, investors can help to reduce the volatility in each portfolio while seeking to improve its performance over time. More importantly, clients can work to develop and implement a focused, disciplined and less emotional approach to managing wealth.

Full details on the event can be found on the company website at www.KilpatrickAdvisors.com.

When asked about the reasons behind creating this event, the host of the event, Steve Kilpatrick, CFP BFA said: “There are exciting tools that investors can use to potentially raise their returns, while simultaneously lowering anxieties about wealth accumulation and preservation. We are pleased to bring this information to the Atlanta market.”

Data shows that over time investments work better than investors. That is true because emotions, such as fear or greed or exuberance, influence decision-making. Whether it’s real estate or stocks or bonds or gold or silver, it is emotionally easy to buy high because of exuberance or sell low because of fear according to the Saylor Academy.

The Kilpatrick Advisors, Inc. website has full details about the sessions at this year’s event. Interested parties can visit the website at: www.KilpatrickAdvisors.com.

About Kilpatrick Advisors
Kilpatrick Advisors uses proven strategies to guide clients through financial independence and retirement. Founded in 2002, Kilpatrick Advisors is a Premier Investment Management firm that provides a wide range of financial services to a diversified client base, helping individuals, corporations and families to proactively address the key wealth issues that they face over the course of their lifetime

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Contact Kilpatrick Advisors, Inc.:

Steve Kilpatrick
+1 404-889-8000
steve@kilpatrickadvisors.com
2300 Lakeview Parkway Suite 700 Alpharetta, GA 30009

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