top of page
Writer's picture Treavor Dodsworth CFP®, CPA, CKA®

#12 - Sunk Costs in Financial Decision Making


A sunk cost is a cost that has already been paid that is irrelevant to future decisions.

Here is a personal scenario- I was deciding what I should do for health coverage given that I am self-employed. Do I sign up under my wife’s work or find an additional option? I chose an outside option that had a non-refundable $200 application fee. Thereafter, I learned my wife’s work was going to be offering a new lower cost health plan at the next open enrollment. Should the recently paid $200 application fee be included in the analysis of which is a better option (continuing my coverage or the new plan at my wife’s work)? No. Under both scenarios, the application fee is paid and gone and is therefore a sunk cost.

Understandably, we don’t want to make poor decisions but in our pursuit of not making poor decisions we sometimes follow sunk costs with additional cost. Given that we are not all-knowing, we must make the best decisions we can with the information available to us without allowing prior non-refundable expenses to “guilt” us into doing one thing or another.

 

Interesting Article(s) or Video(s) Behavioral Economics - Sunk Cost Fallacy

  • This page provides a quick definition with some relatable examples of the sunk cost fallacy.

  • This article by Jeremy Walter (a friend and fellow financial advisor) is simply excellent and brings to light another behavioral tendency humans have that can affect our financial decision making.

 

Thank you for reading! Have you been tempted to allow sunk costs to influence your decision making in the past?


Comments


Thanks! Message sent.

All written content on this website is for information purposes only. Opinions expressed herein are solely those of Sycomore Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. The owner of this website takes great care to thoroughly research the information provided to ensure that it is accurate and current. Nonetheless, the content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to seek out qualified professionals that provide advice on these issues. All information or ideas provided should be discussed in detail with an advisor, accountant, legal counsel, and/or other pertinent professionals prior to implementation. In addition, the owner cannot guarantee that the information on this website has not been outdated or otherwise rendered incorrect by subsequent new research, legislation, or other changes in law or binding guidance. Neither Sycomore Financial or it's owner shall have any liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website. In addition, any advice, articles, or commentary included on this website do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Any mention of an investment product or solution is not a recommendation to buy or sell. ETFs that are mentioned may not accurately reflect the market segment mentioned. Past performance is not a guarantee of future results. Any mention of rates or return should not be seen as a guarantee those rates or return will be received.

bottom of page