Category Archives: Behavioral Finance Basics

Podcast: Behavioral Finance Applications for Advisors

I was recently a guest on The Human Side of Money Podcast. This was initially [...]

Frigid Cold, Earthquakes & Investing

At first glance it may seem that the cold Texas just endured, earthquakes and investing [...]

Becoming a Passive Investor

Over the past several years, investors and experts have debated passive vs active investing. Passive [...]

How Advisors Benefited From Behavioral Finance in 2020

2020 was quite a year! The crisis was an opportunity for advisors to rise to [...]

Using Behavioral Finance to Communicate More Effectively

Behavioral finance is using psychological principles in the business of finance and economics. But the [...]

Behavioral Coaching

Behavioral coaching is a term used often among advisors. But what exactly is it? Behavioral [...]

The CDC, COVID and Behavioral Biases

The director of the CDC recently said that this fall may be the worst one [...]

Challenges of Applying Behavioral Finance

There are various challenges to applying behavioral finance effectively in an advisor’s practice. In this [...]

How Behavioral Finance Helped Advisors in 2020

As I speak at major conferences on the application of behavioral finance I often hear [...]

How Investors Choose Their Financial Advisor

I am a member of Brighthouse Financial’s Insights Panel. This panel contains thought leaders across [...]