Category Archives: Blog

Why Twitter (X) Puts Me in a Pessimistic Mood

Several times each week I peruse X (formerly known as Twitter). When I open the [...]

When Expectations Don’t Match Desires

A lot of grief is caused these days by miscommunication and unmet expectations. When we [...]

When is it Easy to Invest?

Is it ever easy to invest in stocks? I don’t know. Investors hate investing when [...]

The Biggest Issue With Treating Your 401k as an ATM

The Wall Street Journal recently reported how frequently investors are tapping into their 401k well [...]

What is “Safe” for an Investor?

One of the most challenging parts of communication is that we use words that have [...]

Could Bias Make AI Dangerous to Our Future Decisions?

AI has been the rage lately, with a lot of attention due to the parabolic [...]

When Spouses Engage Differently With You

Client communication is one of the most important facets of the advisor/client relationship. We want [...]

When Your Client Needs to Be More Aggressive But Won’t

It is not uncommon for advisors to have situations in which an investor needs to [...]

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 [...]

4 Years Ago This Piece of Content Was Prescient

It was four years ago today that I wrote a post that has turned out [...]

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 [...]

4 Questions Every Advisor Should Review With Their Clients

The Wall Street Journal recently published an article about four questions on the top of [...]

Are We Really Due for a Correction?

Prognostication is a favorite investor pastime.  It affects, whether consciously or not, just about every [...]

What Exactly is Normal for the Stock Market?

I recently read an article in the Wall Street Journal that talked about how investors’ [...]

Behavioral Insights to the Passive vs. Active Debate

When I present at conferences on behavioral finance matters it is not uncommon to get [...]

Increase Your Social Influence by Eulogizing the Living

This last Spring I had finished reading a few books that had to do with [...]

The Psychology of the Slippery Slope (Incentives, Biases & Gray Areas)

This week I spoke at a conference where Andy Fastow, ex-CFO of Enron, also spoke. [...]

When Profit Maximization Fails (Evernote Example)

I have been (or I should say had been) a loyal and frequent paid user [...]

The Purpose & Dangers of Apocalyptic Forecasts

I have been seeing a lot more apocalyptic forecasts lately…in my social media feeds. Previously, [...]

Why AI Concerns Me

Artificial intelligence (AI) has the potential to improve many of the tools and resources we [...]

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 [...]

Another Promising Fund Goes Under

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