Probability Doesn’t Feel Like Probability
One of the most difficult realities investors face is that the future is never certain. [...]
Jul
The Evidence We Never See
A few weeks ago, I was flying home from Denver with a scheduled 9:00 a.m. [...]
Jul
Stop Forwarding Market Commentary to Your Clients
Most advisors send market updates to clients. The problem isn’t that clients shouldn’t know market [...]
Jul
If You Knew Tomorrow’s Headlines, Would You Beat the Market?
Most investors think they know the answer. Is it really possible to Beat the Market [...]
Jul
The Freedom Most Investors Give Away Every Day
Every year, as Independence Day approaches, I find myself thinking less about fireworks and more [...]
Jul
Most Advisors Do This Every Month to Their Clients’ Detriment
Every week, investors consume a steady stream of headlines designed to capture attention. “A recession [...]
Jun
The Psychological Strategy That Finally Got My Client to Enjoy His Money
In the financial planning profession, considerable attention is devoted to helping clients grow their wealth. [...]
Jun
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