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 [...]
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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 [...]
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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 [...]
Never. I could end my blog there, but I think it is interesting to understand [...]
There seems to be an overall empowerment and acceptance of the statement, “This is who [...]
Advisors are beginning to pay more attention to fees, and acknowledging that they are an [...]
Several weeks ago Jason Zweig wrote about an erroneous and failed model employed in the [...]
We use averages a lot in the business of investing and financial planning. Two of [...]
There may be some truth to the saying, “dog is man’s best friend.” Maybe that’s [...]
On April 5, 2018 Jack Bogle, founder of Vanguard, and a very respected investor said, [...]
The markets are filled with uncertainty and most investors are focused on short-term outcomes. This [...]
I recently read an article in Barron’s that discussed why rational investors may sell in [...]
Private equity consists of investments in private (non-traded) companies. They are often available through limited [...]
Over the past several years, investors and experts have debated passive vs active investing. Passive [...]
Ever since Roboadvisors came into existence, I questioned their true purpose. They marketed themselves as [...]
