Category Archives: Behavioral Finance Basics

Another Promising Fund Goes Under

Several years ago I met a portfolio manager at an investment conference. I had just [...]

Why Haven’t Investors Panicked…Yet?

Just the other week we got our first big surprise of the year; the failure [...]

3 Costliest Mistakes Investors Make

It has been said that investing is simple, but not easy. I would agree with [...]

Earnings Season is Here. Investors Shouldn’t Care

Recent headlines excitedly announced that earnings season has arrived. This is certainly an exciting time [...]

Alternative Investments – Alternative Ways to Lose Money?

Alternative investments consist of any asset that doesn’t fit an existing, traditional asset class such [...]

The Downside of Managing Risk

Risk management is an often used term in the financial industry, by providers of financial [...]

How Behavioral Biases Crushed Peloton’s Business

Peloton did amazingly well during the pandemic. Now the company is facing financial hardship and [...]

Combatting the Perceived Ease of Investing

On a recent mastermind call I hosted for advisors we discussed the challenge that investing [...]

Investing in Roulette

What would be your reaction if I said I was going to Las Vegas to [...]

When a Financial Plan Is Not Enough

We can break down ways to invest into two basic categories: Based on a plan [...]