Welcome to Episode 115 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean are joined by Dr. Naomi Win, Behavioral Analyst at Orion. Dr. Win brings years of academic, clinical, and practical experience to the study of investor psychology and resilience.

The three discuss the important role behavioral biases play in an investment plan, as well as what investors and advisors can do to combat them. They go on to discuss the changing investment landscape, and how recent shifts are leading behavior to play an even more important role for investors.

Hear about these topics and more in this enlightening and informative discussion. 

Please see the links below for our disclosure. 

Podcast Disclosure: https://www.marshallfinancial.com/off-street-podcast-disclaimer/⁠⁠