Active investment management’s weekly magazine for fee-based advisors

The following posts are related to behavioral finance. Scroll down to see more articles.

Why smart clients do dumb things

Highly intelligent people are often susceptible to making poor investing decisions—behavioral research offers some clues why History books are full of examples of faulty thinking by some of the most intelligent people of their time. News articles remind...

A New Year’s resolution for every investor

Understand how
 diversification should work. The holiday season came and went in a blur, just as it always seems to do. But we are left with fond memories of celebration with family and friends, not to mention the many occasions for traditional...

Helping clients climb down the mountain

Behavioral research has documented many of the obstacles that trip up self-directed investors—the first step in gaining knowledge is often one of self-awareness. As financial advisors, we wear many hats: detective, analyst, strategist, architect,...

Is it possible to just say no to volatility?

Equity investments as an asset class have historically produced the greatest returns over time, but the process is often stressful for investors and their financial advisors. Could a simple tactic allow investors to “just say no” to volatility? Stock...

The power of investing with the trend

A timeless read on understanding and implementing trend-based active investment management strategies Regardless of how firmly you believe in active management, how long you have been managing investments, or what system you use, Greg Morris’ latest...

Up over their skis

Marketing the value of active investment 
management in an extended bull market. I was recently pitching my active investment approach to a 73-year-old attorney who still has a quite healthy lifestyle and practice. I started the conversation by asking...