Behavioral Finance
Phillip Toews challenges traditional portfolio construction, helping advisors build resilient strategies and coach clients through risk and bias.
Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.
Investment professionals can’t opt out of complexity, but they can opt into clarity.
This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.
Successful investing isn't just about numbers. It's about aligning strategy with the stories people believe about their future.
In light of the uncertainty dominating today’s markets and headlines, it’s worth revisiting some of the behavioral pitfalls that have tripped up investors for centuries.
Note to financial advisors: It’s time to embrace the norm effect and rethink how we influence investment decisions.
How can we design a financial system that integrates AI with human intelligence?
Are you able to step outside the confines of social media echo chambers to make informed investment decisions?
Team Efficient Markets vs. Team Behavioral Finance: It's the academic equivalent of Lakers vs. Celtics.