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The Emotional Investor

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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Substack
PricingOnly paid issuesPublishesWeekly
Issues72Founded2 years agoLast Issue3 days ago
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Latest Issues

Most Advisors Do This Every Month to Their Clients' Detriment

Every week, investors consume a steady stream of headlines designed to capture attention.

Every week, investors consume a steady stream of headlines designed to capture attention.

3 days ago
9
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The Psychological Strategy That Finally Got My Client to Enjoy His Money

In the financial planning profession, considerable attention is devoted to helping clients grow their wealth.

In the financial planning profession, considerable attention is devoted to helping clients grow their wealth. Far less attention...

10 days ago
11
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Does Consumer Sentiment Mean Anything Anymore?

Markets are near all-time highs.

Markets are near all-time highs. Corporate earnings remain strong. Unemployment is still relatively low. Household finances, by many measures, remain healthy.

17 days ago
4
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How Financial Advisors Should Actually Use AI

Most advisors are using AI backwards.

Most advisors are using AI backwards.

24 days ago
9
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Remembering What Investors Forget

How poor expert forecasts really are

One of the biggest mistakes investors make is assuming confidence equals accuracy.

a month ago
9
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  • The Emotional Investor

    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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