Break That Habit

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

Chasing Risk For Little Return

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

Why Investors Should Hope For More Volatility

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

DisneyWorld, Sunk Costs, Loss Aversion & Investors

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

A Better Approach to Evaluating Investment Performance

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

Remaining Rational in an Irrational Marketplace

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

A Prescription for Investors Who Speculate

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

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

What Investors Can Learn From Brian Williams

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

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