Celebrating the Freedom to Invest Well

I am so grateful to live in a free nation. I am so grateful for [...]

The Benefits of Failure

Failure is something no one likes to go through. It is often accompanied by feelings [...]

What Does Being a Good Steward Look Like?

Money is an essential part of our life. Like it or hate it, in our [...]

What Does Your Behavioral Policy Statement Say?

Most advisors are familiar with an Investment Policy Statement, which outlines the purpose, construction, and [...]

Why Investors Should Worry & What About

Worry is not a desirable state of mind. It increases stress, can cause us to [...]

Why Do You Care What Cathie Woods Thinks?

Just this week the media posted headlines about what Cathie Woods thinks of El Salvador [...]

Applying Behavioral Finance to Your Practice

There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]

What the Meme is Happening?

What a week for a few meme stocks, namely GME! What triggered the sudden parabolic [...]

Today is Tomorrow’s Good Old Days

My daughter just turned 21. First off, I can’t believe she is that old…and that [...]

What is Your #1 Value to Investors?

Financial advisors have the potential to offer significant value to investors. I say “potential” because [...]

Do You Want to Know When You Make a Mistake?

I make a lot of mistakes. A lot. Sometimes mistakes are due to going too [...]

Advisor Inquiry – What to Do When a Spooked Investor Wants a Portfolio Review

On a recent coaching call with an advisor in The Behavioral Finance Network, he mentioned [...]

Why Twitter (X) Puts Me in a Pessimistic Mood

Several times each week I peruse X (formerly known as Twitter). When I open the [...]

When Expectations Don’t Match Desires

A lot of grief is caused these days by miscommunication and unmet expectations. When we [...]

When is it Easy to Invest?

Is it ever easy to invest in stocks? I don’t know. Investors hate investing when [...]

The Biggest Issue With Treating Your 401k as an ATM

The Wall Street Journal recently reported how frequently investors are tapping into their 401k well [...]

What is “Safe” for an Investor?

One of the most challenging parts of communication is that we use words that have [...]

Could Bias Make AI Dangerous to Our Future Decisions?

AI has been the rage lately, with a lot of attention due to the parabolic [...]

When Spouses Engage Differently With You

Client communication is one of the most important facets of the advisor/client relationship. We want [...]

When Your Client Needs to Be More Aggressive But Won’t

It is not uncommon for advisors to have situations in which an investor needs to [...]

The Holy Grail of Investing

Tony Robbins recently wrote a book, The Holy Grail of Investing. Based on Robbins’ notoriety [...]

What to Do When Investors Mix Politics and Investing

We are still many months from the next election, but strong feelings about the current [...]

4 Years Ago This Piece of Content Was Prescient

It was four years ago today that I wrote a post that has turned out [...]

What Won’t Change About Investors in the Future?

Jeff Bezos, founder of Amazon.com, has shared numerous times how he believes Amazon.com became such [...]

4 Questions Every Advisor Should Review With Their Clients

The Wall Street Journal recently published an article about four questions on the top of [...]