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 [...]
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 [...]
Yesterday, the Argentine stock market, known as the S&P Merval Index, lost over 48% in [...]
Last week the Federal Reserve did as everyone was expecting – they cut rates 25bps. [...]
The virtue of technology is its capability to improve our lives. It can make things [...]
The other week I spoke at a major broker/dealer conference. I flew in the day [...]
Much of what I do, both professionally and personally, is guided by, “By their fruits [...]
In my course of study on behavioral finance and decision-making, I often learn and think [...]
Our brain hates uncertainty. Absolutely detests it. Has there been a time when you didn’t [...]
Many advisors are aware of media bias and the power of a misleading headline. We [...]
The Wall Street Journal recently published “And the No. 1 Stock-Fund Manager Is…”. I clicked [...]
Calpers, one of the largest and most respected pensions in the world, is sounding desperate. [...]
It wasn’t too long ago that we could have an election or State of the [...]
Every year Barron’s gets together a roundtable of “Wall Street’s Smartest Investors” to make stock [...]
The beginning of the year is an opportune time to review the investments our clients [...]
On October 25th, I posted some coaching perspectives on volatility in The Behavioral Finance Network. This [...]
Underperformance is a relative term. Compared to what? When times are good, we generally compare [...]
