Tariffs, Uncertainty & Withdrawing Guidance
Unlike the tariffs of Trump’s first presidency, this new round appears to have staying power—with [...]
Confirmation Bias at Work!
This past week has certainly been interesting to say the least. I was busy providing [...]
What’s Wrong With Risk Profilers
The purpose of risk questionnaires is to identify a proper allocation of securities given the [...]
Why Investors Underperform
Every year Morningstar puts out their Mind the Gap research that quantifies how much investors underperform both [...]
Your Investments Earned 12%. Are You Happy?
You are reviewing your investment performance from last year. You realize your investment portfolio gained [...]
Examples of Applying Be-Fi to an Advisor’s Practice
This post was originally published on 5/13/2000 on Michael Kitces blog, Nerds Eye View [...]
Protecting Your Clients from Scams
Gone are the days of the simple scam. When you would get an email from [...]
How Financial Advisors Can Apply Behavioral Finance
The interview below was one of the most difficult things I have ever done. I [...]
Nov
A Behavioral Finance Handbook for Financial Advisors
I have written two books on behavioral finance and investing, The Emotional Investor and Investment [...]
Why Ignorant Investors Are Often Better Than Informed Investors
Most investors want to be informed. In fact, you could say it would be completely [...]