Behavioral Finance • Educational Videos • Lessons in Investing • Interest Rates and How Bonds Work

Monthly AIRE Perspectives – April 2024


Dear Friends and Valued Clients,

Please see below for The MAP – Monthly AIRE Perspectives for this month.


SAVE THE DATE for the AIRE 2nd Quarter Client Webinar Event! Behavioral Finance Concepts: Investor Biases and Pitfalls

On May 16th at 3pm PDT / 6pm EDT, we are pleased to invite you to our AIRE Quarterly Client Webinar Event for Q2 2024. In this session, we will be covering what we feel is one of the most important topics in investing: the field of Behavioral Finance, with a spotlight on investor biases and their impact on portfolio returns. Our guest speaker for this discussion will be Jeromey Thornton, CFA, Vice President & Senior Investment Director at Avantis Investors.

Please save the date and look for an invitation from us with a registration link on May 25th.


More on Behavioral Finance & The Emotions of Investing

While we are on the topic of Behavioral Finance, we wanted to share with you an excellent video on the topic from Dimensional Fund Advisors. Please take less than 5 minutes to view this educational video:

Managing the Emotions of Investing.

We hope you find it to be helpful and educational.


Replay: Our Two Most Important Educational Videos

Finally, we wanted to share with you again our two most important educational videos. The first of these also has a focus on behavioral finance and other essential topics in investing, while the second is a primer on bond markets and interest rates. Please feel free to share these videos with anyone who might benefit:

The Most Essential Lessons in Investing

Fixed Income Markets: The Essential Guide to Interest Rates and How Bonds Work

You can also click here to subscribe to our YouTube channel, where we will continue to post pertinent educational content on a regular basis.


Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month. 😊


The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.

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