Beyond the Numbers: Exploring the Drivers of Investor Returns | Balance Wealth Webinar Series
April 25, 2025
In this month’s webinar, we are exploring how to unlock smarter investing by understanding the hidden psychological traps that hurt returns and discovering key tax strategies to keep more of your money.
Forget complicated charts and online gurus – ever wonder why some ace investments while others stumble? This session cracks open how our minds trick our money moves, revealing sneaky psychological patterns that tank returns. More importantly, we hand you keys to dodge those pitfalls, plus smart tax tactics to save a bundle. Boost your investment smarts and keep more cash – tune in!
📌 This month we cover:
⏱ 00:00 – Overcoming Behavioral Biases in Investor Returns
⏱ 23:09 – Tax Management Strategies and Psychology
⏱ 25:59 – Tax Loss Harvesting Strategies
⏱ 33:16 – Rebalancing Investment Portfolios for Better Returns
⏱ 40:45 – Aligning Investment Choices With Client Goals
⏱ 43:49 – Cryptocurrency Webinar
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