Bellwether logo featuring a simple bird outline on a branch to the left of the word Bellwether in bold, tan letters on a transparent background.
Book a Meeting

Resources Categories: Behavioural Finance

What Makes for a Smart Investor?

Investors tend to frame intelligence as an edge—the right analysis, the right company, some insight the market hasn’t fully priced in yet. That framing is understandable, but it conflates intelligence with wisdom, and in investing, the distance between the two is where most meaningful decisions get made. We put the question directly to our Investment […]

The Psychology of Money: From Biases to Better Decisions

A hedge maze with a dollar sign statue at the center, set against an orange background, symbolizes the twists and turns of financial decisions and the Psychology of Money.

Bellwether Investment Management recently featured Dr. Preet Banerjee, a neuroscientist-turned-financial expert, for an eye-opening client webinar on the psychology of money hosted by Bob Sewell, the firm’s founder and chairman.  His central message? We’re fighting against millions of years of evolution when it comes to making smart financial decisions. The evolutionary trap Dr. Banerjee opened […]

Understanding & Overcoming Financial Phobias

A child covers most of their face with both hands, peeking through their fingers as if facing money fears, against a solid green background.

“Sometimes, it is not the money in your bank account that solves your problems, but the wisdom in your head.” – Michael Bassey Johnson One of the greatest tools at a financial advisor’s disposal is the ability to empathize with clients to develop a deeper understanding of their circumstances. Sometimes it’s the excitement they feel […]