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        Frigid Cold, Earthquakes & Investing

        At first glance it may seem that the cold Texas just endured, earthquakes and investing [...]

        23
        Feb
        Becoming a Passive Investor

        Over the past several years, investors and experts have debated passive vs active investing. Passive [...]

        16
        Feb
        The Lure of Envy

        The color green is attributed to many positive things in life. Green is often used [...]

        03
        Feb
        How Advisors Benefited From Behavioral Finance in 2020

        2020 was quite a year! The crisis was an opportunity for advisors to rise to [...]

        05
        Jan
        It Could Have Been Worse

        Many people love surprises. A surprise party. A surprise gift. A surprise visitor at the [...]

        21
        Dec
        Using Behavioral Finance to Communicate More Effectively

        Behavioral finance is using psychological principles in the business of finance and economics. But the [...]

        17
        Nov
        When Better is Worse

        Just over a week ago… I got a text and email from American Express asking [...]

        09
        Nov
        Improving Your Website to Get More Business

        I created this video for Behavioral Finance Network members on August 5th and think it [...]

        02
        Nov
        How Did I Miss That?

        The other day I was pondering on what the economy and market may do in [...]

        15
        Oct
        Behavioral Coaching

        Behavioral coaching is a term used often among advisors. But what exactly is it? Behavioral [...]

        08
        Sep
        Using Loss Aversion to Your Benefit

        Loss aversion is an emotional bias. Basic behavioral coaching strategies are ineffective with emotional biases. [...]

        31
        Aug
        The CDC, COVID and Behavioral Biases

        The director of the CDC recently said that this fall may be the worst one [...]

        15
        Aug
        Challenges of Applying Behavioral Finance

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

        05
        Aug
        How Behavioral Finance Helped Advisors in 2020

        As I speak at major conferences on the application of behavioral finance I often hear [...]

        14
        Jul
        Make 2020 A Great Year

        We are halfway through the year, and already people say “good riddance” to 2020. This [...]

        2 Comments

        07
        Jul
        How Investors Choose Their Financial Advisor

        I am a member of Brighthouse Financial’s Insights Panel. This panel contains thought leaders across [...]

        08
        Jun
        Behavioral Finance Doesn’t Work

        A declaration that behavioral finance doesn’t work is probably not something you expect to hear [...]

        03
        Jun
        10 Destructive Behaviors of Emotional Investors

        A magazine editor recently read my book, The Emotional Investor, and I gave him permission [...]

        26
        May
        Behavioral Finance Article Published by Kitces

        Late last year I was asked by Michael Kitces to write a guest blog on [...]

        18
        May
        Is “Do Nothing” Just Lazy Advice?

        We are coming off of some pretty significant moves in the stock market. The market [...]

        05
        May
        My Costco Experience – Recovery May Take a While

        Yesterday I went to Costco with my wife to pick up a few items. That [...]

        08
        Apr
        The Fear Pandemic & A Timely Message

        There is one thing more contagious than Coronavirus – that is fear. The last few [...]

        16
        Mar
        A Consistent Message For YoYo Markets

        The last few days have been something else! Coronavirus news came out several weeks before [...]

        05
        Mar
        InvestmentNews – Behavioral Finance Interview

        At Schwab’s IMPACT conference, I was interviewed by InvestmentNews about the challenges facing advisors in [...]

        11
        Feb
        Decision Quality

        We often evaluate the quality of our decisions based on its outcomes. If it was [...]

        04
        Feb
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