"Six Barriers to Investment Success: Uncovering Your Behavioral Biases" WEBINAR

Summary

Why do investors make the decisions they do?

During our event we will make sense of some common barriers to investment success and uncover the behavioral biases that might be affecting your financial decisions.

We may be tempted to rely too heavily on information we receive first and base our investment decisions on that versus taking into account a varied perspective. Also, taking a short-term focus due to fear of investment loss can lead to investing too conservatively, especially with our current reminders of market volatility.

Over the long term, the stock market has recovered from economic crises and world events. But, when we are in the midst of a pandemic and are experiencing information overload about the economy and the market, it is not so easy to stay calm.

Join our webinar and learn how to keep your emotions in check during a volatile market, take into account historical market performance, avoid panic selling and remain focused on your long-term goals.

Our guest presenter is Michael Musak, Advisor Consultant at Franklin Templeton Investments. He will be joined by CFS* financial advisors Catherine Bryant, Rick Lowe and David Burk of the Coastal Wealth Management team (through CFS*). Additionally, Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union will be joining the event. To learn more about our speakers, visit the Presenter page for this event.

We hope you will take advantage of this excellent opportunity. You are welcome to register a friend to join our event.

WEBINAR LOG IN DETAILS FOR THIS EVENT WILL BE EMAILED TO YOU ONCE YOU REGISTER.

Event Manager, Ewelina Caplap, can be reached directly at (919) 882-6607 or wealthmanagement@coastal24.com. Thank you.

If you are unable to attend this webinar, visit our website to view additional information and future events.