What Does Being a Good Steward Look Like?
Money is an essential part of our life. Like it or hate it, in our [...]
What Does Your Behavioral Policy Statement Say?
Most advisors are familiar with an Investment Policy Statement, which outlines the purpose, construction, and [...]
Why Investors Should Worry & What About
Worry is not a desirable state of mind. It increases stress, can cause us to [...]
Why Do You Care What Cathie Woods Thinks?
Just this week the media posted headlines about what Cathie Woods thinks of El Salvador [...]
Applying Behavioral Finance to Your Practice
There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]
What the Meme is Happening?
What a week for a few meme stocks, namely GME! What triggered the sudden parabolic [...]
Today is Tomorrow’s Good Old Days
My daughter just turned 21. First off, I can’t believe she is that old…and that [...]
What is Your #1 Value to Investors?
Financial advisors have the potential to offer significant value to investors. I say “potential” because [...]
Do You Want to Know When You Make a Mistake?
I make a lot of mistakes. A lot. Sometimes mistakes are due to going too [...]
Advisor Inquiry – What to Do When a Spooked Investor Wants a Portfolio Review
On a recent coaching call with an advisor in The Behavioral Finance Network, he mentioned [...]