Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Cultivating an Abundance Mindset, Even in Difficult Times
By Becca Craig
Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more
Money and Happiness
“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more
2017: Another Bad Year for Expert Predictions
This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more
Feeling Nervous About the Stock Market? Watch This 3-Minute Video
As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more
3 Common Investing Mistakes and How To Avoid Them
Information about how investors really make decisions is being researched all the time. However, work in the field of behavioral finance — some of which has won the Nobel Prize in economics — has... Read more
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching
“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.” — Nick Murray, author When it comes to investing, almost ever... Read more
Putting the Recent Market Volatility in Perspective
“Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems t... Read more
Change How You Think About Bull Market Investing
This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. Many months of stock market highs have led investors to ask, “How long is this going to last, and... Read more
A Bowl of Cashews and the Nobel-Prize Lesson of Self-Control
By Meir Statman
This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in h... Read more
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