Behavioral Portfolios

This category contains 14 posts

Managing Risk

On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neurosurgeon at the John Hopkins Hospital. In his career he has been a pioneer in performing highly risky surgery on children. He has a great book: [...]

Financial Education in Turbulent Times

My last couple of blogs have really hit on the issue of financial education to develop greater financial capability for the consumer. Why am I harping on it more? Yes, it is my passion and the core of why Financial DNA was developed. However, the need is now “red hot” with the [...]

Discover Your Investment EQ

“The most common cause of low prices is pessimism… It’s optimism that is the enemy of the rational buyer.”
- Warren Buffett
Ask a group of investors to share the ‘secret’ to successful investing, and you’re likely to get many different quantitatively focused answers, ranging from, hold for the long-term, diversified asset [...]

Balancing Life Return and Financial Return

The other day, I was having a philosophical discussion with one of our Wealth Mentors about the role of advisors in the life of a client. “Around the traps”, very often wisdom is brought up, or providing peace of mind, and of course, managing the performance of [...]

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