Behavior Gap

Where I’ve Been

02.08.2010

Never fear—I haven’t forgotten you. Things have been busy at the Behavior Gap in unexpected and exciting ways. I’ve been invited to post on a regular basis at the New York Times Bucks blog. [Read more...]

New York Times

Investing Is Not Entertainment

02.08.2010

One of the biggest mistakes we make is confusing investing with entertainment. Somewhere along the line, investing became America’s favorite spectator sport. [Read more...]

Morningstar

What Are You Scared Of?

02.08.2010

I’ve been thinking a lot about fear and the impact it has on our industry–specifically, the communication strategies we use as financial advisors; the nature of our advice and the ability to do our job; and investors and the public in general. [Read more...]

Morningstar

Does Your IPS Help or Confuse Your Clients?

02.01.2010

A month or so ago, I sat down to review my firm’s Investment Policy Statement (IPS) and found myself asking, “What is this?” When did these statements get so useless? [Read more...]

← Previous Entries

Next Entries →