Why Market Highs Make Clients Nervous
“We’re at an all-time high. Shouldn’t we take some money off the table?” It’s a [...]
Oct
Your Client’s Stated Goal Is Only the Beginning
“What would you like to do when you retire?” It’s a reasonable question. And it [...]
Oct
The Investor’s Most Overlooked Advantage
A couple of years ago, Tony Robbins published a book called The Holy Grail of Investing. [...]
Sep
Stop Watching the Scoreboard: A Better Way to Invest
Nick Saban, former head coach of the University of Alabama football team, built one of [...]
Sep
The Optimal Financial Decision May Not Be the Best One
When a client asks whether they should do A or B, we often turn to [...]
Sep
When More Research Leads to Worse Decisions
Investors have access to more information than at any point in history. Market forecasts, sentiment [...]
Sep
When the Signal Becomes Noise
Last week, I came across yet another article warning that the Buffett Indicator was flashing [...]
Aug
The Most Powerful Communication Skill Advisors Rarely Think About
Communication is an important aspect of every financial advisor’s job. We communicate lots of information: [...]
Aug
The Scam Call That Didn’t Seem Like a Scam
Scammers aren’t just stealing money; they’re exploiting the very cognitive biases we spend our careers [...]
Aug
When Clients Send You Headlines, Don’t Answer the Question They’re Asking
Every advisor knows the feeling. Your phone buzzes. A client sends a screenshot of an [...]
Aug