Hosts Will and Kevin dive into the world of behavioral investing and how emotions can influence financial decision-making. They explore three common investor mindsets and how fear, overconfidence, or discipline can impact your long-term goals.

The conversation highlights why building trust, sticking to a personalized plan, and tuning out the noise of headlines and social media are crucial for staying on course. Whether you’re cautious, confident, or chasing high returns, this episode offers valuable insight into navigating volatility with clarity and control.

Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.