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        Just How Strong is the Global Economy?

        Much of what I do, both professionally and personally, is guided by, “By their fruits [...]

        22
        May
        The Power of Pattern Detection

        In my course of study on behavioral finance and decision-making, I often learn and think [...]

        08
        May
        The Illusion of Certainty

        Our brain hates uncertainty. Absolutely detests it. Has there been a time when you didn’t [...]

        25
        Apr
        Beware of Misleading Headlines & Illustrations

        Many advisors are aware of media bias and the power of a misleading headline. We [...]

        16
        Apr
        Do We Really Care Who Was #1 Stock Picker?

        The Wall Street Journal recently published “And the No. 1 Stock-Fund Manager Is…”. I clicked [...]

        09
        Apr
        The Stupidity of “Smart Money”

        Calpers, one of the largest and most respected pensions in the world, is sounding desperate. [...]

        29
        Mar
        We Are Such a Divided Nation – Thanks Facebook

        It wasn’t too long ago that we could have an election or State of the [...]

        07
        Feb
        How Did Wall Street’s “Smartest Investors” Fare in 2018?

        Every year Barron’s gets together a roundtable of “Wall Street’s Smartest Investors” to make stock [...]

        28
        Jan
        Why We Own What We Own

        The beginning of the year is an opportune time to review the investments our clients [...]

        22
        Jan
        Three Perspectives on Volatility to Share With Clients

        On October 25th, I posted some coaching perspectives on volatility in The Behavioral Finance Network.  This [...]

        20
        Dec
        Index Funds Can and Likely Will Underperform

        Underperformance is a relative term. Compared to what? When times are good, we generally compare [...]

        04
        Dec
        When Refinancing to a Higher Rate is a Good Idea

        Never. I could end my blog there, but I think it is interesting to understand [...]

        28
        Nov
        “This is Who I Am” is Anti-Progress

        There seems to be an overall empowerment and acceptance of the statement, “This is who [...]

        04
        Oct
        Why Advisors Need to Pay Greater Attention to Fees

        Advisors are beginning to pay more attention to fees, and acknowledging that they are an [...]

        25
        Sep
        When Erroneous Models Produce Better Results

        Several weeks ago Jason Zweig wrote about an erroneous and failed model employed in the [...]

        17
        Sep
        Averages Are Misleading & Dangerous to Investors

        We use averages a lot in the business of investing and financial planning. Two of [...]

        06
        Sep
        The Challenge of Engaging Others

        There may be some truth to the saying, “dog is man’s best friend.” Maybe that’s [...]

        14
        Aug
        When a Respected Investor Becomes a Fearmonger

        On April 5, 2018 Jack Bogle, founder of Vanguard, and a very respected investor said, [...]

        04
        May
        With Uncertainty, Process Always Trumps Outcomes

        The markets are filled with uncertainty and most investors are focused on short-term outcomes. This [...]

        11
        Apr
        When Both Rational & Irrational Investors Sell

        I recently read an article in Barron’s that discussed why rational investors may sell in [...]

        03
        Apr
        Treating Your Investments Like Private Equity

        Private equity consists of investments in private (non-traded) companies. They are often available through limited [...]

        07
        Mar
        Passive Investing vs. Passive Investor

        Over the past several years, investors and experts have debated passive vs active investing. Passive [...]

        20
        Feb
        Goodbye Roboadvisors, Hello Roboallocators

        Ever since Roboadvisors came into existence, I questioned their true purpose. They marketed themselves as [...]

        15
        Feb
        The Melt-Up, Overconfidence & Confirmation Bias

            What is a Melt Up? 90 Sec Video     The Overconfidence Bias [...]

        02
        Feb
        A Reliable Forecast for 2018

        I’m not going to waste your time providing a specific forecast. I could create a [...]

        02
        Jan
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