money

Importance of the Behavioral Approach to Wealth Management & Financial Planning

Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Understanding the behaviors…

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Ep 7: Could a Financial Bias be Costing You?

Are you aware of any money biases you have? How much could they be costing you?

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Episode 4: 22 Money Moves For 2022

What can you do now to be in better financial shape at the end of the year?

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