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

Categories: Private Wealth Management
Private Wealth Management

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:

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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.

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

  1. Pingback: How to get a job at Omega Advisors, Bill Gross’s opinion on the US economy, and a roundup of some of the best links of the past few weeks | Value Investing Journey

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