Month: June 2025
Greed vs. Fear: Managing Emotions in Your Investment Portfolio

Greed vs. Fear: Managing Emotions in Your Investment Portfolio

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Why do your investments soar when you’re least expecting them to, only to plummet when you’re not prepared?

Join seasoned financial planner Dennis O’Keefe as he highlights the highs and lows of financial planning, focusing this time on mastering the art of managing a thriving portfolio. Drawing on over 30 years of experience, Dennis turns the spotlight on the dangers of greed when everything seems to be going well. 

Dennis discusses: 

  • The powerful emotions driving investment decisions: fear and greed
  • The famous Wall Street saying: “Bulls make money, bears make money, pigs get slaughtered.”
  • Cautionary tales from the dot-com bubble with telecom and tech stocks
  • Understanding asset allocation and its impact on reducing portfolio volatility
  • And more

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Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Outsmarting Instincts in Market Chaos

Outsmarting Instincts in Market Chaos

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Curious about why markets crash and how our own brains can trip us up? 

In this episode, Dennis O’Keefe navigates the complex psychology guiding our financial decisions, specifically when our “reptilian brain” pushes us to act against our best interests during market volatility.

Join Dennis, a seasoned financial planner, as he shares eye-opening tales from history, like the notorious 1987 crash and recent 2025 market fluctuations, to showcase why instincts might lead us astray. Discover practical strategies to ride out financial storms and avoid the pitfalls of panic selling.

Dennis discusses: 

  • [00:04:30] The emotional urge to sell during a market drop
  • [00:12:45] A tale of missed opportunities from the ’87 market crash
  • [00:28:22] Why predicting market tops or bottoms is nearly impossible
  • [00:35:40] Tips on how to approach buying during downturns
  • [00:42:10] Lessons from behavioral economics on decision making
  • And more

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.