Archive

Posts Tagged ‘useful metaphors’


Gambling, betting and investing

Roulette wheel

Investing entails a certain amount of betting. After all, you’re risking a sum of money on the outcome of a future event. But in our view, the odds of winning in investing are higher than they are in Vegas – because you have the possibility to make more informed bets in investing.

March 19, 2015 Categories: Portfolio Corner

“Alarming” lessons in investor behavior

Consider how you can employ “commitment devices” with your clients to battle certain investor behaviors.

Jun 24, 2014 Categories: The Art of Advising
unhappy baby

Investor behavior and the “unhappy child”

This take on investor behavior will resonate with parents and remind advisors of how they can help investors stay on track.

May 20, 2014 Categories: The Art of Advising
Investment numbers

Forget the numbers: Back to basics

Investing is a numbers game. It always has been, and, at least to some degree, probably always will be. Too heavy a reliance on numbers can lead to poor decision-making, though. After all, investors are human and some behavioral traits unhelpful to successful investing are magnified by a numbers-focused approach to investing.

Jan 28, 2014 Categories: Portfolio Corner
401(k) Core line-ups

401(k) Core line-ups: A diamond in the rough

Picking an investment line-up as a DC plan participant can easily be overwhelming – so many choices, so little time, and so little expertise. However, a streamlined menu combined with some embedded advice can help provide these investors with the confidence they want in their investment selections.

Jun 11, 2013 Categories: Portfolio Corner

Sticking with a global lineup

Not only is baseball a fun past time – it also has educational value when it comes to deciphering U.S. versus Non-U.S. performance patterns.

May 2, 2013 Categories: Portfolio Corner

One of everything can be hard to balance

Who doesn’t like a buffet? There are so many food choices and even for a picky eater like me I know there will be something I like. I start filling my plate with a little bit of everything, but by the time I get to the end of the line my plate is overloaded and

Nov 15, 2012 Categories: Portfolio Corner
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