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The Stifel Financial ID

Why do investors buy high and sell low? 

Why do investors stay away from deeply discounted investments even though they take advantage of a sale of any kind? 

Why do investors react to FOMO, or the Fear of Missing Out?

Above are examples of emotion-driven decisions that could work against an investor’s success, either by eroding return potential or by introducing excessive risk.   To overcome this, Stifel has developed a proprietary way to help you avoid such investor pitfalls, called the Stifel Financial ID.

A successful plan satisfies your financial needs and helps you stick with your strategy for the long term.  The Stifel Financial ID helps you build a portfolio so the investments are specifically tailored to your attitudes and decision styles.  Our approach is unique among our clients.  Stifel’s Behavioral Finance capability synthesizes the academic insights from Behavioral Finance and builds practical applications to support you throughout your investment journey.