Enterprising Investor
Practical analysis for investment professionals

Behavioral Finance


Book Review: Irrational Together

Explore how culture, ideology, and group norms influence economic behavior in ways that go beyond standard behavioral finance models.

Quantum Computing Risks: How Investment Firms Can Protect Data Now

Quantum computing is closer than you think. Future-proof your firm’s security today to stay resilient in the quantum era and safeguard data.

Financial Selection and Investor Herding: Lessons from Evolutionary Biology

Markets can mimic peacock mating as flashy signals seduce capital while real economic fitness risks are ignored until reality bites.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Coaching Investors Beyond Risk Profiling: Overcoming Emotional Biases

Emotional biases can distort risk profiling. Advisors who coach investors through them help build resilience and better long-term outcomes.

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.

Book Review: The Behavioral Portfolio

Phillip Toews challenges traditional portfolio construction, helping advisors build resilient strategies and coach clients through risk and bias.

Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.

Clarity by Design: The New Infrastructure for Investment Firms

Investment professionals can’t opt out of complexity, but they can opt into clarity.

Vices, Virtues, and a Little Humor: 30 Quotes from Financial History

This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.