ABCs of Behavioral Biases (A to F)
Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.
Impact Advisors Group (IAG) is happy to announce that our Chief Executive Officer, Brandon Jordan, has been awarded Enrolled Agent status. Enrolled Agents (EAs) are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
In a very real sense, Enrolled Agents are America’s tax experts!
EAs are federally empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS. EA status is the highest credential awarded by the IRS and is recognized across all 50 U.S. states.
IAG works closely with each of the members of a client’s Success Team. The EA status will equip IAG to have a larger impact with the CPA members of the Success Team.”
FREE FINANCIAL ASSESSMENT
With all the uncertainty and volatility in today’s economy, the time is now to take a thorough look at your finances. To accurately plan for your financial future, you must first know where you currently stand. For these reasons, our Success Team at Impact Advisors Group is offering a free financial assessment for both individuals and business owners. Request yours today!
This post was prepared and first distributed by Wendy J. Cook.
Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.
Legendary economist Benjamin Graham once stated that ‘your own behavioral biases are often the greatest threat to your financial well-being.’
If you file tax returns separately AND are separated from your partner, colleges consider you a two-household family.
Take some time to map out how to pay for all four years before your student gets the bill for freshman year.