Category Archives: Investor Psychology & Decision Making
Posts about decision process, discipline, habits, choice, rationality, mindfulness, strategic thinking
Why Market Highs Make Clients Nervous
“We’re at an all-time high. Shouldn’t we take some money off the table?” It’s a [...]
Oct
Your Client’s Stated Goal Is Only the Beginning
“What would you like to do when you retire?” It’s a reasonable question. And it [...]
Oct
Stop Watching the Scoreboard: A Better Way to Invest
Nick Saban, former head coach of the University of Alabama football team, built one of [...]
Sep
The Optimal Financial Decision May Not Be the Best One
When a client asks whether they should do A or B, we often turn to [...]
Sep
What Dog Training Taught Me About Behavioral Coaching
One of the most important lessons I have learned about investor behavior recently came from…training [...]
May
Two Lessons From a Chaotic Travel Experience That Apply Directly to Investing
Last week, my wife and I took a trip to California for her birthday. It [...]
May
You Don’t Have to Look
With election season in full force, we are barraged daily by headlines of one party [...]
Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation. I am so grateful for [...]
What Does Being a Good Steward Look Like?
Money is an essential part of our life. Like it or hate it, in our [...]
Why Do You Care What Cathie Woods Thinks?
Just this week the media posted headlines about what Cathie Woods thinks of El Salvador [...]