When Concern Isn’t About the Markets Alone
I was recently talking with an advisor about a client who was uneasy about the [...]
Apr
I Wish I Had Known. Be Careful What You Wish For
Investors love to look backward. When reviewing the past, they often search for long term [...]
Mar
When Markets Get Emotional, Advisors Need More Than Investment Answers
Over the past few years, one of the most meaningful shifts in wealth management has [...]
Mar
The First Market Surprise of the Year
Stock markets gave us our first surprise of the year this week. Every January I [...]
Mar
Owning Stocks Is a Privilege, Not a Burden
I was thinking recently about something we don’t talk about enough with clients: stocks are [...]
Mar
Scams Are the Silent Risk in Wealth Management
It doesn’t matter how good the financial plan is. Or how disciplined your client is [...]
Feb
Myopic Investing: Why Short-Term Thinking Is So Expensive
Most investors say they’re long term. Their behavior tells a different story. In my recently [...]
Feb
The Market Isn’t the Concern – Investor Behavior Is
Markets are sitting at all-time highs again. It’s a time when investor behavior mistakes can [...]
Feb
The Behavioral Cost of Embarrassment
Earlier this week, I was reminded of my 40th birthday party, which somehow took place [...]
Feb
Do You Know What’s on Your Client’s Bucket List?
Last week, I checked something off my bucket list. My wife and I flew to [...]
Jan