Does Consumer Sentiment Mean Anything Anymore?
Markets are near all-time highs. Corporate earnings remain strong. Unemployment is still relatively low. Household [...]
Jun
How Financial Advisors Should Actually Use AI
Most advisors are using AI backwards. Not because the technology is bad. Quite the opposite. [...]
Jun
Remembering What Investors Forget
One of the biggest mistakes investors make is assuming confidence equals accuracy. Every day, market [...]
May
What Dog Training Taught Me About Behavioral Coaching
One of the most important lessons I have learned about investor behavior recently came from…training [...]
May
Two Lessons From a Chaotic Travel Experience That Apply Directly to Investing
Last week, my wife and I took a trip to California for her birthday. It [...]
May
What Advisors Should Remember During Geopolitical Fear
On a recent coaching call with an advisor in The Behavioral Finance Network, he mentioned [...]
May
How the Illusion of Information Hurts Investors
The biggest threat to your clients isn’t the market, it’s the constant stream of information [...]
Apr
How Advisors Help Clients Avoid Costly Investment Mistakes
In 2012, Howard Marks made a simple observation about investing: Mistakes are essential to success. [...]
Apr
Behavioral Finance Is Popular. Applying It Isn’t
Behavioral finance has never been more visible. Every firm seems to have a take. There [...]
Apr
It Feels Hard to Invest Right Now… But It Always Does
Right now, it feels difficult to invest. There’s uncertainty around the Iran conflict, oil prices [...]
Apr