Category archives: Behavioral Finance

Principal Preservation Myth Exposed!

Behavioral Finance, Diversification

Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
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Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
Continue Reading »


Principal Preservation Myth Exposed!
Market Downturn Surprise

Behavioral Finance, Investments

Market Downturn Surprise

by on Feb. 9, 2018

Surprised at the recent “correction” in the stock market—really?  Within the space of two trading days, the S&P 500 Index declined 6.13%!  I jokingly tell folks who have seen my news segments on WYFF4 that when they see me on TV, that probably means that something bad is happening.  Rarely...
Continue Reading »

Market Downturn Surprise

by on Feb. 9, 2018

Surprised at the recent “correction” in the stock market—really?  Within the space of two trading days, the S&P 500 Index declined 6.13%!  I jokingly tell folks who have seen my news segments on WYFF4 that when they see me on TV, that probably means that something bad is happening.  Rarely...
Continue Reading »


Market Downturn Surprise
The cost of emotional investing

Behavioral Finance, Investments

The cost of emotional investing

by on Nov. 10, 2014

I recently came across a chart from Dalbar Inc. that shows the "average investor" has lagged nearly every asset class over the last 20 years. The typical investor has even managed to underperform cash (represented by three-month T-bills). The 20-year annualized return (as shown by the net of aggregate mutual...
Continue Reading »

The cost of emotional investing

by on Nov. 10, 2014

I recently came across a chart from Dalbar Inc. that shows the "average investor" has lagged nearly every asset class over the last 20 years. The typical investor has even managed to underperform cash (represented by three-month T-bills). The 20-year annualized return (as shown by the net of aggregate mutual...
Continue Reading »


The cost of emotional investing

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