DIY Investor Series Introduction: A Journey Through Biases

For many, the idea of being a DIY investor is empowering—taking full control of your financial future feels like the ultimate freedom.

But even the savviest investors can fall prey to subtle psychological biases that cloud judgment and lead to costly mistakes. In our upcoming DIY Investor Series, we’ll explore the journey of Mark, a passionate DIY investor who, despite his best efforts, encountered challenges that undermined his success.

Through Mark's story, we’ll dive deep into the common biases that affect individual investors, from home bias and recency bias to loss aversion and overconfidence. Each week, we’ll examine how these psychological traps can influence decision-making, especially in times of market volatility, and how partnering with a financial advisor can provide the expertise and emotional guidance needed to navigate these pitfalls.

Join us as we explore the essential lessons every DIY investor should know to protect and grow their financial future. Ready to take your investing to the next level? Follow along, and see how you can avoid these common mistakes.

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Part 1: The Journey of a DIY Investor - Meet Mark

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What, really, is ethical investing?