I was listening to a webinar earlier this week hosted by Ric Edelman with Matt [...]
Most people would agree that knowing a truth is important. We are driven to find [...]
Many financial advisors do a good job of staying in front of their clients and [...]
Artificial intelligence continues to make great progress as we seek greater efficiency in our businesses [...]
A few weeks ago I was walking my dog. He is a seven-year old British [...]
Last week I wrote about an ad I encountered on Facebook about a trading program [...]
This is a recent coaching message to members of The Behavioral Finance Network. The financial [...]
Over 40% of our daily activities are not conscious decisions, rather habits. These daily activities [...]
Many financial advisor websites lack the ability to engage and impress a website visitor. It [...]
At first glance it may seem that the cold Texas just endured, earthquakes and investing [...]
Over the past several years, investors and experts have debated passive vs active investing. Passive [...]
The color green is attributed to many positive things in life. Green is often used [...]
2020 was quite a year! The crisis was an opportunity for advisors to rise to [...]
Many people love surprises. A surprise party. A surprise gift. A surprise visitor at the [...]
Behavioral finance is using psychological principles in the business of finance and economics. But the [...]
Just over a week ago… I got a text and email from American Express asking [...]
I created this video for Behavioral Finance Network members on August 5th and think it [...]
The other day I was pondering on what the economy and market may do in [...]
Behavioral coaching is a term used often among advisors. But what exactly is it? Behavioral [...]
Loss aversion is an emotional bias. Basic behavioral coaching strategies are ineffective with emotional biases. [...]
The director of the CDC recently said that this fall may be the worst one [...]
There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]
As I speak at major conferences on the application of behavioral finance I often hear [...]
We are halfway through the year, and already people say “good riddance” to 2020. This [...]
I am a member of Brighthouse Financial’s Insights Panel. This panel contains thought leaders across [...]
