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Journal

Who should I trust with my money - Part 2?

Buckle up, this isn’t a three-minute read–but will be well worth it if you’re a client or considering being a client of a financial professional. If you already read Part 1 of this series, chances are you feel both daunted by the challenge but also encouraged by upside, available tools and products to go at it alone as a self-directed investor. 

Who should I trust with my money - Part 1?

For those entrusting others with their hard-earned money, a significant decision on its own, there are ways to make sure that your best interests are being served.

"Loss Chasing" Case Study Part 4: Strategies to Defeat Loss Chasing

In part four, we discuss strategies to avoid loss chasing, emphasizing emotional discipline, risk management, and thoughtful decision-making. Learn how to break the cycle of loss chasing, set realistic goals, and take control of your investments.

"Loss Chasing" Case Study Part 3: Psychological and Neurobiological Factors

In part three of the series on loss chasing, we explore the science behind it, including the neurobiological and psychological factors involved. Discover how biases like overconfidence, sunk cost fallacy, and emotional reactions shape investment decisions, and learn how to break free from these patterns.

"Loss Chasing" Case Study Part 2: Let's Look at the Facts

In part two of our loss chasing series, we analyze a case study of an investor, Bob, who repeatedly buys more of his losing positions. This behavior, known as loss chasing, results in negative portfolio performance, highlighting the psychological and financial impacts.

"Loss Chasing" Case Study Part 1: How Trading To Feel Better Makes Us Feel Much Worse

In part one of our series on loss chasing, we explore the concept of loss chasing, where investors buy more shares after a price drop in an attempt to reduce the emotional impact of losses.

Investment Asset Classes and Their Pros and Cons

This article explores major asset types, including equities, bonds, real estate, and cryptocurrencies. It covers each investment's pros and cons, such as high returns and risks, while stressing the importance of understanding their potential impact on your financial goals.

Fintech for Financial Advisors

This article explores the need for financial advisors to embrace technological innovations, like fintech, to stay competitive in the rapidly changing wealth management landscape. It discusses adapting to generational shifts, trust-building, and leveraging data to enhance client relationships while preparing for the upcoming wealth transfer.

A Case Study of Risk Aversion: Why I left millions on the table

This article reflects on a personal story of missed opportunity due to impulsive risk aversion when selling Nvidia stock prematurely. It explores the psychological pitfalls of selling too soon, the consequences of behavioral biases in investing, and how neuroeconomics can guide better decision-making.

How to Improve Portfolio Performance with Your "Invisible Portfolio"

The article highlights the importance of tracking sold assets in an "Invisible Portfolio" to identify risk aversion biases, optimize investment decisions, and improve future returns using pre-trade systems.

Combatting Risk Aversion in Active Portfolio Management

Since the dawn of humanity, people have instinctively chosen safe options over taking risks. These decisions, while sometimes limiting, likely played a crucial role in our survival, allowing us to thrive over the ages.However, the same neurocognitive processes that kept us alive in the wild now limit our investment upsides and often lead to painful downsides. We are faced with a new modern challenge with our risk aversion.

What is Behavioral Fintech?

What is behavioral fintech, how does it work, how can it make a meaningful difference in your life, and why is it becoming a meaningful investment game-changer?