What’s Your Preference: Maximize Return or Minimize Risk?

Every investor would love to find an investment that allows them to participate in all [...]

A Review of Dalbar’s 2015 “Quantitative Analysis of Investor Behavior”

Dalbar researches and reports on the returns of investors compared to benchmark indices over various [...]

An Action Plan For Investors Holding Too Much Cash

One of the greatest benefits of being a public speaker is getting to meet different [...]

Notes from Behavioral Economics Workshop with Dan Ariely

Last summer I attended a two-day workshop at Duke University hosted by Dr. Dan Ariely [...]

The Consequences of Financial Myopia

Myopia, or nearsightedness, is a common vision condition. Most of us are familiar with the [...]

Behavioral Investing Insights – Featuring Psychologist Dr. Daniel Crosby @incblot

Dr. Daniel Crosby is a psychologist who has been training financial professionals on how biases [...]

Break That Habit

This week is not a blog, rather a link to a publication I wrote for [...]

Chasing Risk For Little Return

Many investors are lured into purchasing securities after they have had good performance in hopes [...]

Why Investors Should Hope For More Volatility

It is well known that market volatility can cause fear and irrational behavior among investors…namely [...]

DisneyWorld, Sunk Costs, Loss Aversion & Investors

This last week for Spring Break my family vacationed in Orlando, Florida. We were there [...]