Will a Recession Occur? The Best Response to That Question
Investors love to spend an insane amount of time and energy on things that are [...]
May
Chasing Performance, Fueled by Hope
Whether we want to admit it or not, we are impacted by past performance. The [...]
Apr
The Downside of Managing Risk
Risk management is an often used term in the financial industry, by providers of financial [...]
Apr
Signaling Your Value Through Your Fee Schedule
The majority of advisors charge clients using an asset under management (AUM) fee schedule. This [...]
Apr
There is a Crypto Bubble, But Not Where You Think
Crypto currencies started gaining widespread attention when Bitcoin made its first parabolic move to $2,000 [...]
Mar
How Behavioral Biases Crushed Peloton’s Business
Peloton did amazingly well during the pandemic. Now the company is facing financial hardship and [...]
Mar
Why Don’t We Tip at McDonald’s?
Tips have been ingrained in certain segments of American culture for decades. Tips have historically [...]
Feb
Some Thoughts on Thinking
Thinking is something we do all the time; sometimes without even recognizing it. Yet, we [...]
Feb
Robinhood – The Perils of Hype & Hope
In August of last year I wrote about Robinhood going public. In particular I questioned [...]
Feb
Is Bitcoin the Modern-Day MySpace?
Over the past few years Bitcoin and other cryptocurrencies have experienced significant moves to the [...]
Feb
Barron’s Experts Show Their Wealth Destroying Advice…Again
Every year Barron’s comes out with their annual roundtable of economic and stock market strategists [...]
Jan
Investment Illusions – New Book Available Now
Over the holidays, I published my new book, Investment Illusions: 12 Common Illusions That Can [...]
Jan
Everything is Transitory
I recently read a fantastic article in the Wall Street Journal on how Biden seems [...]
Dec
Discount Gas, Lines & Valuing Ourselves
Last week my wife and I pulled into Costco and were amazed at the line [...]
Nov
Why Probability is So Difficult For Our Brains
My new book is nearing completion. INVESTMENT ILLUSIONS: 12 Common Illusions That Can Sabotage Your [...]
Nov
Three Valuable Investment Lessons From Zillow’s Folly
Zillow recently made headlines (and lost over a quarter of their market value) by announcing [...]
Nov
Mindful Decision Making
Last week I attended the Advisor Group ConnectED conference in Las Vegas. I both spoke [...]
Oct
Unintentional Deception
Trust is perhaps the most important quality for any enduring relationship. Whether that relationship is [...]
Oct
The Illusion of Information
I have finished writing the manuscript for: INVESTMENT ILLUSIONS: 12 Common Illusions That Can Sabotage [...]
Oct
Is There Anywhere to Hide?
For decades the stock and bond market have both performed exceptionally well…often at the same [...]
Oct
The Illusion of Rationality
I am just finishing up writing a new book on behavioral finance and investing. I [...]
Sep
Prospective Hindsight Helped Me Be a Better Dad
Prospective hindsight is the act of placing yourself in the future and looking back. Such [...]
Aug
No Thanks Uber, I’ll Take a Taxi
There has been a lot of news about Lyft and Uber trying to persuade drivers [...]
Aug
Will Robinhood Become a Meme Stock Itself?
Now that the app-based brokerage firm, Robinhood, has gone public I wonder if it will [...]
Aug
The Peril of “Expert Forecasts” (Smut) – Current Example
One of the most deceptive and destructive investment pieces has been published under the title [...]
Jul