by Richard Lehman | Feb 5, 2020 | UpClose
Whispers, walk-downs, jumps, and drift: The complex behavior behind corporate earnings announcements Whispers, walk-downs, jumps, and drift: The complex behavior behind corporate earnings announcements Trading on earnings announcements means...
by Jerry Wagner | Dec 4, 2019 | UpClose
‘Tradition’? Not in asset allocation ‘Tradition’? Not in asset allocation Traditional asset allocation ignores its own historical return and risk characteristics—and the impact of real-world results on investor decision-making. A better option can be...
by Steve Deppe | Nov 20, 2019 | UpClose
Results for "ubs" Results for "ubs" Understanding the principle of behavioral adherence to investment policy—and being able to simply and persuasively communicate it to clients—may be a financial advisor’s most important task. My...
by Richard Lehman | Oct 23, 2019 | UpClose
Does behavioral finance present undiscovered opportunity for active managers? Does behavioral finance present undiscovered opportunity for active managers? The book “Return of the Active Manager: How to apply behavioral finance to renew and improve...
by David Wismer | Oct 16, 2019 | UpClose
9 reasons most investors lack the discipline to succeed. Steven M. Sears, senior editor and columnist with Barron’s, took a hard look at investor behavior—both typical shortcomings and the unique qualities leading to positive results—in his 2012 book,...
