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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
Issues82Founded2 years agoLast Issue5 days ago
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Latest Issues

The Optimal Financial Decision May Not Be the Best One

When a client asks whether they should do A or B, we often turn to planning tools and a “spreadsheet” approach to determine which choice is financially optimal.

When a client asks whether they should do A or B, we often turn to planning to...

5 days ago
5
Paid

New Emotional Investor Book Just Published

Why I rewrote the book and why I’m making it available at the lowest possible price through Labor Day.

I’ve spent 27 years as a financial advisor, and one lesson has become increasingly clear to me: successful investing is about much more...

12 days ago
12
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When More Research Leads to Worse Decisions

Investors have access to more information than at any point in history.

Investors have access to more information than at any point in history. Market forecasts, sentiment indicators, valuation measures, economic data, analyst opinions, po...

19 days ago
13
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When the Signal Becomes Noise

Last week, I came across yet another article warning that the Buffett Indicator was flashing danger.

Last week, I came across yet another article warning that the Buffett Indicator was flashing danger.

a month ago
10
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The Most Powerful Communication Skill Advisors Rarely Think About

Communication is an important aspect of every financial advisor’s job.

Communication is an important aspect of every financial advisor’s job. We communicate lots of information: data, projections, and setting expectations.

a month ago
8
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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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