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The Joy Of Being Wrong And The Danger Of Desirability Bias

4 Reasons Why Financial Advisors Should Avoid Social Media

While I absolutely agree that each advisor should seek, find and pursue their own unique way to engage effectively with prospects, peers and clients in the virtual domain, I think it is a mistake to follow all, or even most, of these avenues as a matter of course.

Wealth Managers: The 3 Keys To An Elevated Client Experience

Investors Beware: You Can t Get Outperformance Without Underperformance

This week, we got plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and that end with exclamation points. It reminds us of a fundamental truth about investing. You can t get outperformance without underperformance.

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