The Behavioral Advisor
The Behavioral AdvisorAuthor, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 57 | Subscribers | Read | emotionalinvestor.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The First Market Surprise of the Year
Stock markets gave us our first surprise of the year this week.
Owning Stocks is a Privilege, Not a Burden
I was thinking recently about something we don’t talk about enough with clients: stocks are privilege to own.
Scams Are the Silent Risk in Wealth Management
It doesn’t matter how good the financial plan is. Or how disciplined your client is to the strategy. It doesn’t matter how thoughtful the decisions are—what also matters is protecting clients from scams.
Myopic Investing: Why Short-Term Thinking Is So Expensive
Most investors say they’re long term. Their behavior tells a different story.
Authors
The writers behind this newsletter.
Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.
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