Category Archives: Investment Mistakes

The Investor’s Most Overlooked Advantage

A couple of years ago, Tony Robbins published a book called The Holy Grail of Investing. [...]

When the Signal Becomes Noise

Last week, I came across yet another article warning that the Buffett Indicator was flashing [...]

If You Knew Tomorrow’s Headlines, Would You Beat the Market?

Most investors think they know the answer. Is it really possible to Beat the Market [...]

Remembering What Investors Forget

One of the biggest mistakes investors make is assuming confidence equals accuracy. Every day, market [...]

How Advisors Help Clients Avoid Costly Investment Mistakes

In 2012, Howard Marks made a simple observation about investing: Mistakes are essential to success. [...]

I Wish I Had Known. Be Careful What You Wish For

Investors love to look backward. When reviewing the past, they often search for long term [...]

The Behavioral Cost of Embarrassment

Earlier this week, I was reminded of my 40th birthday party, which somehow took place [...]

The Behavior Gap is Alive and Well

Last week, Morningstar published their annual Mind the Gap report. This report discussed the difference [...]

What’s Wrong With Risk Profilers

The purpose of risk questionnaires is to identify a proper allocation of securities given the [...]

Protecting Your Clients from Scams

Gone are the days of the simple scam. When you would get an email from [...]