How a Checklist Can Save Your Portfolio
In a complex investment world, make things simpler.
How Advisors Can Make Better Investing Decisions
Financial professionals, as well as clients, can benefit from these rules.
The Hidden Danger in Asset Class Investing
Focusing on the big picture led investors astray during the financial crisis.
Who’s the Easiest Person to Fool?
Remember the advice of physicist Richard Feynman.
Everyone understands, at least in theory, the value of written procedures and processes in an office.
The Checklist Solution
I've just finished reading a wonderful book. It's really helped me pull together my thinking on "best practices." Before I tell you about it, let's...