Teaching Moments: Help Clients Shake the Emotional Hangovers

Sue Bergin, President, S Bergin Communications While the I-make-a-decision-and-forget-about-it approach might have worked for Harry S. Truman, it does not describe the vast majority of today’s investors. According to our recent Brinker Barometer advisor survey[1], only 22% of advisors clients … Continue reading

Be The Benchmark

Dr. Daniel Crosby, President, IncBlot Behavioral Finance If you’re like so many Americans, you probably made a list of your goals for 2014 back in January on New Year’s Eve. Whatever form those resolutions took; whether the goals were physical, … Continue reading

How Behavioral Finance Can Help You Set and Keep Financial Goals

Dr. Daniel Crosby, President, IncBlot Behavioral Finance If you’re ever having trouble sleeping, spend some time researching financial goal setting online and you’re sure to be snoozing in no time. It’s not that the advice you’ll find is bad per … Continue reading

Planning Fallacy

Dr. Daniel Crosby, President, IncBlot Behavioral Finance Last November, my wife and I were blessed with the birth of Liam, our second child and first son. My wife, who had diligently prepared for all aspects of the baby’s arrival, had … Continue reading

How to Become an Informed Consumer of Financial News

Dr. Daniel Crosby, President, IncBlot Behavioral Finance Whenever given a microphone and a stage, I take the opportunity to warn investors and financial professionals alike against the harm of keeping too close a tab on the financial news. Since my … Continue reading

The Power of Purpose: The Benefits of Goals-Based Investing

Dr. Daniel Crosby, President, IncBlot Behavioral Finance I recently had the opportunity to speak about how investor behavior is a driver of the future of the financial services industry and the impact that it has when working with clients at … Continue reading

Brinker Capital at the Financial Services Institute OneVoice 2014 Conference

Noreen Beaman, Chief Executive Officer In June, we announced Brinker Capital as a Premier Sponsor of the Financial Services Institute (FSI), a voice of independent financial services firms and independent financial advisors.  FSI’s mission is to ensure that all individuals … Continue reading

Behavioral Finance 101: Framing

Dr. Daniel Crosby, Ph.D., IncBlot Behavioral Finance As we’ve discussed in the first two parts of this series, economic decision makers are not the cold, detached, decision makers they have historically been painted to be by efficient market theorists. Quite … Continue reading

Behavioral Finance 101: Irrationality

Dr. Daniel Crosby, Ph.D., IncBlot Behavioral Finance In part one of our three part series, we touched on “heuristics”, or the experiential rules of thumb that serve as decisional markers. Part two will discuss a second pillar of behavioral finance, … Continue reading

Behavioral Finance 101: Heuristics

Dr. Daniel Crosby, Ph.D., IncBlot Behavioral Finance While the field of behavioral finance has been around for 40 or so years (depending on who you ask), it truly came into its own in 2002 when Daniel Kahneman received the Nobel … Continue reading