Emotionality & Investing Webinar with Jeff de Valdivia

On Wednesday, May 8th, the FACC hosted a webinar on emotionality and investing, presented by Member Jeff de Valdivia, Investment Advisor and Founder of Fleurus Investment Advisory LLC. 

Key takeaways: 

  1. Our Emotional Map (our personal make-up + the event) influences us when making investment decisions
  2. There are 3 main biases we should be aware of: Recency, Conservatism, Over-confidence
  3. To better respond to an “event” in making an investment decision: stretch response time, analyze the event, develop more expertise

Click here to download the presentation slides. 

Interested in learning more about Fleurus' services or connecting with Jeff? Log into the FACC Member Directory.