2020 was quite a year! The crisis was an opportunity for advisors to rise to [...]
Many people love surprises. A surprise party. A surprise gift. A surprise visitor at the [...]
Behavioral finance is using psychological principles in the business of finance and economics. But the [...]
Just over a week ago… I got a text and email from American Express asking [...]
I created this video for Behavioral Finance Network members on August 5th and think it [...]
The other day I was pondering on what the economy and market may do in [...]
Behavioral coaching is a term used often among advisors. But what exactly is it? Behavioral [...]
Loss aversion is an emotional bias. Basic behavioral coaching strategies are ineffective with emotional biases. [...]
The director of the CDC recently said that this fall may be the worst one [...]
There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]
As I speak at major conferences on the application of behavioral finance I often hear [...]
We are halfway through the year, and already people say “good riddance” to 2020. This [...]
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I am a member of Brighthouse Financial’s Insights Panel. This panel contains thought leaders across [...]
A declaration that behavioral finance doesn’t work is probably not something you expect to hear [...]
A magazine editor recently read my book, The Emotional Investor, and I gave him permission [...]
Late last year I was asked by Michael Kitces to write a guest blog on [...]
We are coming off of some pretty significant moves in the stock market. The market [...]
Yesterday I went to Costco with my wife to pick up a few items. That [...]
There is one thing more contagious than Coronavirus – that is fear. The last few [...]
The last few days have been something else! Coronavirus news came out several weeks before [...]
At Schwab’s IMPACT conference, I was interviewed by InvestmentNews about the challenges facing advisors in [...]
We often evaluate the quality of our decisions based on its outcomes. If it was [...]
We use averages often in the business of investing and financial planning. We quote averages [...]
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Ever since I began paying attention to the so called “smart money”, I have been [...]
We are down about 5% from ALL TIME highs. And investors are beginning to get [...]
