Category Archives: Behavioral Finance Basics
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 [...]
A Surefire Way Investors Can Play The Election
Have you noticed that when the media talks about how investors approach investing activities, it [...]
What if Investors Acted as if They Had a 10-Year Horizon?
It didn’t take long, nor did it take much, for media sentiment and headlines to [...]
A Financial Plan Is Not Enough
We can break down ways to invest into two basic categories: Based on a plan [...]
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 [...]
Applying Behavioral Finance to Your Practice
There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]
What is Your #1 Value to Investors?
Financial advisors have the potential to offer significant value to investors. I say “potential” because [...]