Practical analysis for investment professionals
17 July 2012

Private Wealth Roundup: Common Investing Errors, The Fallacy of Fancy Titles, and the Art of the Delay

It may seem like the Barclays Libor-rigging scandal is the only story that has mattered in the past few weeks, but there were plenty of great articles lurking beneath the headlines on topics ranging from the art of procrastination to the state of being “‘Busy!’ ‘So busy.’ ‘Crazy busy’.” Here are some of my favorite recent reads for financial advisers:

Adviser versus Advisor

Time Management

Checklists

  • Barry Ritholz has a list of the 10 most common investor errors. Number three: “You are your worst enemy.” (The Big Picture)
  • Bob Seawright’s “Investing Checklist” details 30 errors and their related maxims. (Above the Market)

Behavioral Finance

Tax and Estate Planning

And now for something completely different:

For more news and trends, visit the Private Wealth Management Community of Practice.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Lauren Foster

Lauren Foster is managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Foster spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Foster holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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