Investment Advisor April 2010

Features

Beginnings

Columns

Conclusions

Sidebar Stories

  • Stuck in the Status Quo?

    In his late teens, behavioral scientist Dan Ariely was badly burned by a magnesium flare and spent a long time in the hospital. Changing his...

  • Slow Down, Pardner!

    Here's one of the things I've learned after 10 years of helping advisors better run their businesses. To slow down my clients' inclination to do...

  • Advisor, Understand Thyself

    The emotional challenges faced by advisors during this time have taken their toll. Over the last couple of years, advisors needed to address their own...

  • Climate Change and Asset Allocation

    For the most part it is widely acknowledged that climate change will have a broad-ranging impact on global economies and financial markets. The recently issued...

  • Why Women Should Take the Wheel

    Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually...

  • Ariely on Retirement Planning

    The conventional wisdom is that after retiring, clients will need 75% to 80% of their final monthly salary to maintain their lifestyles. Based on some...

  • The Risk of Parental Laissez-Faire

    In comparing U.S. parenting styles with those of other countries, American-Israeli behavioral scientist Dan Ariely told me we pay a lot for our belief in...

  • Professor Ariely's Insights, In Brief:

    Some of the headline findings of Duke Professor Dan Ariely's research into investor--and just plain human--behavior: Cheating is a lot more prevalent when it's a step...

  • Adding a Super Bowl Quarterback

    A lot of advisory firms will use sports language to talk about their businesses, using phrases like "teammate," or "playing the game," or "acting as...

  • About the Firm

    Constellation Wealth Advisors, LLC 52 Vanderbilt Avenue, 8th floor New York, New York 10017 Phone: 212-697-2500 3000 Sand Hill Road Building 2, Suite 160 Menlo Park, California 94025 Phone: 650-352-9300 Web site: ConstellationWA.com e-mail:...

  • Joining a New Club

    Dan Skiles spent years working for large companies, typified by eight years at Charles Schwab Institutional. Now that he's an executive VP at the much...

  • Why Can't A Woman Be More Like A Man--Or Vice Versa?

    This is not the first time that Investment Advisor has addressed gender-based differences when it comes to money. Below are a few excerpts from Olivia...