AAII DC Metro – 3/16/2019 – Behavioral Finance: Managing Yourself to Make Better Investment Decisions

Date(s) - 16/03/2019
9:00 am - 11:30 am

Richard J. Ernst Community Cultural Center - Northern Virginia Community College - Annandale Campus



Philip H. Weiss, CFA, CPA

Principal, Apprise Wealth Management



Behavioral Finance: Managing Yourself to Make Better Investment Decisions


Fear & Greed are powerful emotions, driving large stock market swings as investors react.  Torn between emotion and logic when making decisions, each of us reason differently under pressure or high risk.  Individual investors often expend too much energy trying to avoid making hard choices, seeking an informational advantage to guarantee a “sure thing”; instead, we should simply focus on making better decisions.  While none of us can avoid behavioral biases completely, processes can be adopted to help limit their impact.  Armed with his 20 years of investment arena experience, Phil Weiss will highlight numerous behavioral biases and offer key courses of action to improve your investment decisions.


Why Behavioral Finance is so relevant for investors today

How Behavioral Biases can affect investor decisions
What you can do to help limit the potential impact of Behavioral Biases

Philip Weiss is a CFA charter holder and a CPA with extensive financial and client services experience in equity research and portfolio management.  He is the Principal of Apprise Wealth Management (www.apprisewealth.com), a fee-only registered investment adviser focused on providing comprehensive financial planning, investment management services and financial education.  Primarily while working as a senior analyst for Argus Research, Phil has served as a featured media spokesperson on networks such as CNBC and Bloomberg.  Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting; he also attended Duke University for three years where he was a Psychology major.

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