by Richard Lehman | Jun 24, 2020 | UpClose
What happened to the case for active risk management? What happened to the case for active risk management? If formal risk-management strategies provided a demonstrable advantage versus passive strategies during the COVID-related decline of 2020, why is...
by Jerry Wagner | Jun 10, 2020 | UpClose
Does Warren Buffett believe in “market timing”? Does Warren Buffett believe in “market timing”? Professionals such as Buffett have worked out when they must sell an investment—whether things have changed for the better or for the worse. The average...
by David Wismer | May 20, 2020 | UpClose
10 destructive behaviors of ‘emotional investors’ 10 destructive behaviors of ‘emotional investors’ Behavioral biases exist and subconsciously influence us, many times at a significant cost. The good news is that there are tools that financial advisors...
by C. Thomas Howard | May 6, 2020 | Advisor Interviews
Managing investments in emotionally charged markets: A behavioral framework Managing investments in emotionally charged markets: A behavioral framework Is it time to move away from the efficient market hypothesis to a more realistic representation of...
by Richard Lehman | Apr 8, 2020 | UpClose
Think investor sentiment is an insignificant indicator? Think again. Think investor sentiment is an insignificant indicator? Think again. Experts are combining social media, data science, and behavioral research to give new meaning to the concept of...
