Skip to main content

Occidental Asset Management, LLC

  • Phone: 866-520-4985
  • Email: info@occamllc.net
  • Request Info

Occidental Asset Management, LLC

  • Home
  • Why Work With Us
    • About OCCAM
    • The OCCAM Difference
    • Dr. Brad Klontz, Psy.D., CFP®
    • Our Team
    • Our Clients
  • How We Help
    • What's Your Money Script?
    • Your Mental Wealth Discovery Process
    • Financial Life Planning
    • Investment Management
    • Family Office Services
    • All Services
    • Our Giving
  • For Advisors
  • Mind Over Money Blog
    • Blog
    • Newsroom
  • Client Center
    • Client Login
    • Financial Planning Calculators
  • Contact Us

    You are here

  1. Home
  2. Avoiding Investment Mistakes

Avoiding Investment Mistakes

Why 'Money Disorders' May Be Ruining Your Budget

Submitted by Occidental Asset Management, LLC on September 11th, 2019
Tags:
  • Avoiding Investment Mistakes
  • Money Happiness

Are Investors Their Own Worst Enemy?

Submitted by Occidental Asset Management, LLC on December 11th, 2016

Intro

We like to think that we are logical, rational beings. We want to believe that we weigh the pros and cons of each decision and choose the most effective course of action before we act. However, when it comes to money, our brains haven't evolved much beyond those of our furry animal friends.

Tags:
  • Avoiding Investment Mistakes
  • Emotional Investing
  • Financial Habits
  • Financial Psychology
  • Read more

Is a financial Planner Really Worth their Planning and Investment Advisory Fee?

Submitted by Occidental Asset Management, LLC on November 19th, 2016

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice and financial planning, which is not surprising considering the challenges of today’s markets and economic environment.

Tags:
  • Avoiding Investment Mistakes
  • certified financial planner
  • Do I need an advisor?
  • fee-only advice
  • Investment Bubble
  • investment fees
  • Read more

Common Investor Mistakes (and How to Avoid Them): Part II

Submitted by Occidental Asset Management, LLC on March 29th, 2013

““…inbred human propensities to swing from euphoria to fear and back again seem permanent… generations of experience do not appear to have tempered those propensities…”

–Alan Greenspan, Economist and former Chairman of The Federal Reserve

Tags:
  • Avoiding Investment Mistakes
  • Breaking even
  • Common Investor Mistakes
  • Personal Finance
  • Risk Aversion
  • Read more

Common Investor Mistakes (and How to Avoid Them) Part 1

Submitted by Occidental Asset Management, LLC on March 11th, 2013

“Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the consequence of the ingrained tendency of most people to speculate or gamble… to give way to hope, fear, and greed… The investor’s chief problem and even his worst enemy is likely to be himself.”

Tags:
  • Avoiding Investment Mistakes
  • Common Investor Mistakes
  • Financial Habits
  • Read more

Categories

  • Adjusted Gross Income (1)
  • Appreciated Stock (1)
  • Avoiding Income Taxes (1)
  • Avoiding Investment Mistakes (5)
  • Behavioral Finance (2)
  • Breaking even (1)
  • certified financial planner (1)
  • Charitable Donation (1)
  • Charitable Giving (1)
  • Common Investor Mistakes (2)
  • Do I need an advisor? (1)
  • Donating Stock (1)
  • Donor Advised Fund (1)
  • Donor Advised Funds (1)
  • Emotional Investing (3)
  • fee-only advice (1)
  • Financial Habits (4)
  • Financial Health (1)
  • Financial Psychology (4)
  • Financial Stress (1)
  • Give to Charity (1)
  • Herd Investing (1)
  • Investment Bubble (2)
  • investment fees (1)
  • IRA Distributions (1)
  • Keeping up with the Jone's (1)
  • Money Conflicts (1)
  • Money Happiness (3)
  • Money Problems (1)
  • Personal Finance (2)
  • Required Minimum Distributions (1)
  • Risk Aversion (1)
  • Self-esteem (1)
  • Self-worth (1)
  • Stock Donations (1)
  • Tax Deductions (1)
  • The Benefits of Charitable Giving (1)
  • Tough Economic Times (1)
  • Work Life Balance (1)
  • Workaholic (1)

Schedule a Meeting

Tell a Friend

What's Your Money Script?

  • Sitemap
  • Privacy Policy
  • ADV Part 2
  • 301 California Drive, Burlingame, California 94010 United States
  • Phone: 866-520-4985
  • Email: info@occamllc.net

Occidental Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that OCCAM has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, OCCAM is not engaged in the practice of law or accounting. To learn more about our firm please visit www.occamllc.net

© 2019 Occidental Asset Management, LLC. All rights reserved.

Website Design For Financial Services Professionals