Markets and Pundits Have a Data-Point Fixation
People often seem to overlook the weaknesses in data. I see this often in the financial community, and among presidential poll watchers.
Answering the Hardest Question in Economics
Do low interest rates cause inflation, deflation or neither?
How Advisors Can Turn Market Volatility Into a Positive
Some answers to this critical question—What does an advisor need to do during volatile times to keep clients invested?—while showing your superiority over robo-advisors.
When Outrage Clouds Political Judgment, in UK and Beyond
Sure, the U.K. had an intense debate about what would happen if the country left the EU, but many voters were simply outraged, and wanted to register that fact.
Using Behavioral Finance to Help Clients Discover Goals and Set Priorities
Using techniques born out of behavioral finance, Morningstar’s Sarah Newcomb provided insights to help advisors help clients.
Understanding the Expressive Benefit of Investing
Investments always have an expressive component to investors, and drive some investors more than others.
5 Common Investment Mistakes, and 4 Strategies to Follow Instead
We all have blind spots, including when we invest. Here are five to be aware of and avoid, and four alternative approaches.
Increase Client Engagement With SLCT Protocol
SLCT, pronounced “select,” stands for Scribing, Laddering, Checking and Triaging.
How Our Biases Can Thwart Even the Best-Laid Financial Plans
Fear and greed, two of the strongest emotions, help explain why investors buy high and sell low.
Common Investment Goals
Here are some common goals that investors have.