Category Archives: Applying Behavioral Finance
The Freedom Most Investors Give Away Every Day
Every year, as Independence Day approaches, I find myself thinking less about fireworks and more [...]
Jul
When Concern Isn’t About the Markets Alone
I was recently talking with an advisor about a client who was uneasy about the [...]
Apr
Owning Stocks Is a Privilege, Not a Burden
I was thinking recently about something we don’t talk about enough with clients: stocks are [...]
Mar
Scams Are the Silent Risk in Wealth Management
It doesn’t matter how good the financial plan is. Or how disciplined your client is [...]
Feb
The Holy Grail of Investing Still Isn’t What People Think
Every few years, a new book, strategy, or product gets framed as the answer. The [...]
Jan
When Profit Maximization Fails (Evernote Example)
I have been (or I should say had been) a loyal and frequent paid user [...]
When ‘Wait and See’ Is The Right Investment Strategy
There are times when it is easy to invest, and times when it is easier [...]
Are Chatbots the Future of Financial Advice?
Artificial intelligence continues to make great progress as we seek greater efficiency in our businesses [...]
“Smart Money” Shows It’s Stupidity Again
Ever since I began paying attention to the so called “smart money”, I have been [...]
What a NYC Cabbie Said That Made Me So Mad
The following experience is a great reminder of how important it is to change our [...]
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