Joey Khoury is one of Mission Wealth’s Senior Wealth Advisors and a professor who has studied behavioral finance at Cornell and Harvard. Beginning in 2024, Mission Wealth publishes 1-3 psychological topics that are relevant to what’s going on in the world around us. To kick off the new year, we chose the topics of holding cash, market timing to avoid in 2024, and whether international conflict should play into your investment decisions.
This video is part of a series that applies psychology to financial planning so we can all make wealthier decisions. As a multi-billion-dollar investment and planning firm, Mission Wealth can give you collective wisdom and real-life examples from thousands of multimillionaires. You can read the full article at missionwealth.com/2024-Q1-Investor-Commentary
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Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth
Like, Comment and Subscribe!
Mission Wealth is a Registered Investment Adviser. This knowledge is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
This video is part of a series that applies psychology to financial planning so we can all make wealthier decisions. As a multi-billion-dollar investment and planning firm, Mission Wealth can give you collective wisdom and real-life examples from thousands of multimillionaires. You can read the full article at missionwealth.com/2024-Q1-Investor-Commentary
________________________________________________________________________________
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth
Like, Comment and Subscribe!
Mission Wealth is a Registered Investment Adviser. This knowledge is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
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