Financially Speaking Blog

Separation of Church and Investment Advice

December 23, 2011

Recently my nephew asked me to review his rollover IRA statement and immediately I recognized the investment company.  A few months ago, an attorney had me review a file for possible litigation.  After over 50 cases of litigation or arbitration,...

Fighting the Mind and the Chinese Fortune Cookie

December 2, 2011

Behavioral finance looks at why investors reflect biases in their decisions and focus on emotional choices, loss aversion, return chasing behaviors, overconfidence and wishful thinking.  Even incentives and education fail to get investors to do...

Say What You Do; Do What You Say

November 15, 2011

Behavioral economics, a body of research and knowledge developed over the past two decades, has helped financial advisors understand the investment behavior of clients.  Advisors are now better equipped to understand the reaction people have to...

Get Real

October 17, 2011

Investing isn’t easy and superior investing is even harder.  It’s easy to be average, but most investors want more than average – and they want it for a long time.  Many investment professionals tell their clients that they...

New Efforts to Simplify End-of-Life Care Wishes

April 13, 2011

By Laura Landro, Wall St. Journal, March 15, 2011 Advance directives, which allow people to plan ahead for end-of-life care, can be too vague to cover many medical situations. Now, a growing number of states are promoting another program to...

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