Category Archives: Investment Mistakes
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 [...]
Jul
Remembering What Investors Forget
One of the biggest mistakes investors make is assuming confidence equals accuracy. Every day, market [...]
May
How Advisors Help Clients Avoid Costly Investment Mistakes
In 2012, Howard Marks made a simple observation about investing: Mistakes are essential to success. [...]
Apr
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 [...]
Mar
The Behavioral Cost of Embarrassment
Earlier this week, I was reminded of my 40th birthday party, which somehow took place [...]
Feb
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 [...]
The Benefits of Failure
Failure is something no one likes to go through. It is often accompanied by feelings [...]
Do You Want to Know When You Make a Mistake?
I make a lot of mistakes. A lot. Sometimes mistakes are due to going too [...]