Category Archives: Behavioral Finance Basics
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 [...]
When is it Easy to Invest?
Is it ever easy to invest in stocks? I don’t know. Investors hate investing when [...]
What is “Safe” for an Investor?
One of the most challenging parts of communication is that we use words that have [...]
The Holy Grail of Investing
Tony Robbins recently wrote a book, The Holy Grail of Investing. Based on Robbins’ notoriety [...]
What to Do When Investors Mix Politics and Investing
We are still many months from the next election, but strong feelings about the current [...]
What Won’t Change About Investors in the Future?
Jeff Bezos, founder of Amazon.com, has shared numerous times how he believes Amazon.com became such [...]
Behavioral Insights to the Passive vs. Active Debate
When I present at conferences on behavioral finance matters it is not uncommon to get [...]
Improving Investor Experience
Technology firms devote an incredible amount of resources to improving their users’ experience. Doing so [...]
Investing Like Sherlock Holmes
I love watching programs about Sherlock Holmes, especially the movies in which Robert Downey Jr [...]
Casinos, Investors & Variable Rewards
I was recently in Las Vegas for a few meetings and witnessed something that intrigued [...]