Animus Wealth Management LLC

What influences our decision-making abilities?

Within our brains, at least for normal functioning humans, are a pair of almond shaped structures known as the amygdala that involves the emotional processing and memory. When confronted with fear the amygdala often has a significant impact known as the “fight or flight” mode if we are exposed to danger.

Imagine you are visiting a zoo and asked to focus your sight on the bear resting in his enclosed cage. If the bear were to immediately leap in your direction with claws and teeth you immediate reaction will be to jump back. While the logical part of your brain might be able to make an argument that your not at risk since the bear is in an enclosed cage, your amygdala reacts faster and forces your body to jerk back to self preserve.

Moral of the story:
While this instinctive reaction serves us well when attacked by a bear, it may not serve as an investor well when attacked by a “bear market”. An investor who is controlled by fear of the danger of falling prices may err on the side of being too conservative and could miss out on significant investment opportunities.
The smartest outliers recognizing this Inevitable instinct of the amygdala are counseled by their investment adviser before their portfolio gets eaten by a bear for real. 🐻

Meet the team of our boutique Multi-Family Office Investment Advisory Firm.

Rolando J. Perez Jr.
President and CIO of Animus Wealth Management

Amber Perez
Director of Client Relations of Animus Wealth Management

Happy Earth day everyone! Today we would love to make some room to learn how ESG investing (Environmental Social and Governance Investing) could fit in your portfolio. With new administration and regulations in the horizon, the future looks quite green. Long-term, there are reasons for investors to be encouraged about the prospects fro ESG investments in their portfolios.

Rolando J. Perez
CIO

This information does not constitute a solicitation or an offer to buy or sell any security. Consult your financial advisor before making changes to your overall portfolio.This reflects current opinion of the author and it is based upon data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice.

Reminder!! April is still financial literacy month.
Are we staying busy or are we staying rich?
Our lives revolve around a story which we encounter day to day. The story of money!!
All of us have a unique story to money that can be discovered and be developed to live it everyday not just “one day”.
Be sure to consult your three stages with your advisor.
1. How are you building yourself a healthy income? Are you considering the 4 W.I.S.E income streams for now and for days to come?
2. Are you building enough economic value outside of yourself; Meaning financial capital over human capital over time?
3. When it’s all said and done, are you making sure people you love are receiving your legacy? Not just talking about money here; Your story! Your legacy is your story and how that was lived around those you love the most as well as your ideals. What are you leaving behind when your gone?

Happy hump day Y’all!