by Kellye Whitney | Dec 7, 2016 | UpClose
How can advisors build a more meaningful investor behavioral profile? The long-lasting effects of the Great Recession It is hardly news that many investors remain permanently scarred by the credit crisis of 2007 to 2009. Many research studies since have...
by Greg Gann | Apr 27, 2016 | UpClose
A grandfather’s warning The son of a close friend is a graduate student in New York City. His grandfather—tongue in cheek, but not totally—admonished him that if he ever pursues a career in finance, he will be disowned. Of course, there is always some...
by Tony Hellenbrand | Mar 10, 2016 | UpClose
The only investment approach investors should consider is one they will actually follow. Millions of Americans follow what has become traditional advice to “buy and hold.” This approach might be best summarized by John Bogle, founder of The Vanguard...
by Linda Ferentchak | Mar 3, 2016 | UpClose
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...
by Greg Gann | Jan 14, 2016 | UpClose
How ‘esse quam videri’ informs my interactions with clients Esse quam vider “Esse quam videri,” the motto of my high school, translates as “to be rather than to seem.” This motto, and Robert Fulghum’s book, “All I Really Need to Know I Learned in...
