Avoid the Pitfalls of Emotional Investing

Castlepoint Blog: Drew Garner, Psychology of Financial Planning, The Point
August 10, 2022

Leave your emotions at the door. In this video, Castlepoint Partner Drew Garner, CFP®, offers up three tips that will help you think strategically instead of reacting emotionally when making investment decisions. Partner and Advisor Drew Garner gives the pitfalls of emotional investing!

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Drew Garner - Partner, COO & Advisor

Drew Garner, CFP®

Partner, COO & Advisor

Drew Garner serves as COO and a Wealth Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. Drew is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.
Read more Drew Garner’s blog posts and articles.