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July 19, 2016
No One Knows What Will Happen with Brexit… But Long-Term Investors Probably Shouldn’t Worry Too Much

By J. William G. Chettle

This blog is from the July issue of Portfolio Perspectives. Unlike fans of horror movies, markets hate scary surprises. On June 22, many markets, even betting parlors, were predicting that Britis... Read more

Investing

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September 2, 2015
Buy Low Sell High – Easier Said Than Done

By Matthew J. Carvalho

“Buy low sell high” – it sounds so simple when you say it out loud. Yet in practice it’s one of the hardest things to do if you let your emotions get in the way.   We tend to view... Read more

Behavioral Finance

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June 24, 2015
Becoming More Persuasive #3 — Authority

By J. William G. Chettle

Note: This is the third in an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to the advi... Read more

Behavioral Finance / Practice Management

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May 29, 2015
Becoming More Persuasive #2 — Reciprocity

By J. William G. Chettle

Note: This is the second in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive to the... Read more

Behavioral Finance / Practice Management

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May 8, 2015
Don’t Just Do Something, Stand There!

By J. William G. Chettle

You’re in a hurry to get somewhere, but you’re stuck in traffic on a crowded freeway. It seems like the lane you’re in just isn’t moving. But the cars in the next lane keep passing you. You’re to... Read more

Behavioral Finance / Investing

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April 30, 2015
Becoming More Persuasive #1 — Freedom

By J. William G. Chettle

Note: This is the first of an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to th... Read more

Behavioral Finance

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April 9, 2015
Pet Smart—Why You Should Be More Dogged About Cataloguing Client Interests

By J. William G. Chettle

Like many middle-aged empty nesters, my wife and I are passionate about our much beloved and terribly spoiled pets.   Our friends know they have to at least pretend to be interested when we... Read more

Behavioral Finance / Practice Management

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October 21, 2014
How Are Investments Like a Bar of Soap?

By Matthew J. Carvalho

The return of volatility has prompted many investors to make knee-jerk reactions. The noise in the media can be confusing to investors, and here’s a great opportunity to provide your client... Read more

Behavioral Finance

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July 21, 2014
What Do the World’s Deadliest Animals Have to Do with Investing?

By Matthew J. Carvalho

As much as we all like to think of ourselves as rational, occasionally we worry about things we probably shouldn’t. Here’s an example: what worries you more, getting bitten by a shark or a mosqui... Read more

Behavioral Finance

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July 16, 2014
Help Your Clients Avoid Being Bit by Their Own Behavior

By Steven J. Atkinson

On a recent routine run I got the surprise of my life when I was bitten by a rattlesnake. My experience that followed made me reflect on some similarities to investing.   Do you know what yo... Read more

Behavioral Finance

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