MONEY MANAGEMENT, TAXES
Financial and Investment Advisor,
Mandeville Private Client, Inc.
Adam Schacter is a Certified Financial Planner, Chartered Investment Manager, and Discretionary Portfolio Manager. He has spent his career serving business owners and their families. Mr. Schacter teaches financial planning at various levels of expertise to both advisors and investors, and he just recently became a father.
Risk Management is a term everyone is seemingly familiar with, but few have an easy time describing what it is, and how it frames our decision-making processes. When evaluating risk, errors in decision-making occur due to inherent psychological factors. This session will break down the concept of risk management in a way that can be articulated to others, and reviews a few of the inherent psychological factors to demonstrate how the wrong decisions in risk management can sometimes be made.