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The Emotional Investor

Tens of paid subscribers

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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PricingOnly paid issuesPublishesWeekly
Issues89Founded2 years agoLast Issue7 days ago
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Latest Issues

Your Portfolio Doesn’t Need to Share Your Politics

Being right about what is wrong with the country doesn’t necessarily make you right about the market.

If the party you oppose wins the election, what happens to your portfolio?

7 days ago
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Don’t Let an Election Become an Investment Decision

How to help clients separate political conviction from financial judgment.

Your client may already know what they will do with their portfolio if the “wrong” party wins. They may not have told you yet. By the time they call to sell, weeks...

14 days ago
6
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Why Market Highs Make Clients Nervous

Three reasons investors see new highs as a warning, and how advisors can help.

“We’re at an all-time high. Shouldn’t we take some money off the table?” It’s a familiar question, and one that can become a recurring obstacle to a client’s in...

21 days ago
6
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Your Client’s Stated Goal Is Only the Beginning

“What would you like to do when you retire?”

“What would you like to do when you retire?”

a month ago
8
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I Was a Podcast Guest Talking Investor Behavior

I recently joined Dr.

I recently joined Dr. Daniel Crosby on the Standard Deviations podcast for a 30-minute conversation about investor behavior and behavioral finance.

a month ago
4
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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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