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        A Review of Dalbar’s 2015 “Quantitative Analysis of Investor Behavior”
        May 11, 2015

        Dalbar researches and reports on the returns of investors compared to benchmark indices over various [...]

        An Action Plan For Investors Holding Too Much Cash
        May 3, 2015

        One of the greatest benefits of being a public speaker is getting to meet different [...]

        Notes from Behavioral Economics Workshop with Dan Ariely
        April 26, 2015

        Last summer I attended a two-day workshop at Duke University hosted by Dr. Dan Ariely [...]

        The Consequences of Financial Myopia
        April 19, 2015

        Myopia, or nearsightedness, is a common vision condition. Most of us are familiar with the [...]

        Behavioral Investing Insights – Featuring Psychologist Dr. Daniel Crosby @incblot
        April 13, 2015

        Dr. Daniel Crosby is a psychologist who has been training financial professionals on how biases [...]

        Break That Habit
        April 6, 2015

        This week is not a blog, rather a link to a publication I wrote for [...]

        Chasing Risk For Little Return
        March 30, 2015

        Many investors are lured into purchasing securities after they have had good performance in hopes [...]

        Why Investors Should Hope For More Volatility
        March 23, 2015

        It is well known that market volatility can cause fear and irrational behavior among investors…namely [...]

        DisneyWorld, Sunk Costs, Loss Aversion & Investors
        March 16, 2015

        This last week for Spring Break my family vacationed in Orlando, Florida. We were there [...]

        A Better Approach to Evaluating Investment Performance
        March 9, 2015

        I speak a lot on the topic of investor behavior. I provide education and training [...]

        Remaining Rational in an Irrational Marketplace
        March 2, 2015

        Remaining rational is perhaps the most difficult issue for investors and financial professionals alike. Thanks [...]

        A Prescription for Investors Who Speculate
        February 23, 2015

        Many people have had the experience of winning and losing money at a casino. Most [...]

        Our Fragile Memory: It’s On The Tip Of My Tongue
        February 16, 2015

        Have you ever been writing a document, preparing a presentation or conversing with someone and [...]

        What Investors Can Learn From Brian Williams
        February 11, 2015

        Brian Williams has been suspended for six months without pay.  But the media is missing the [...]

        Welcome to My Blog. About Me and Embarrassing Moments
        February 6, 2015

        Background I have been in the financial services industry since 1999. I started with Morgan [...]

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