Investment Insights Podcast – April 30, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded April 25, 2014):

The sentiments below were inspired by Dalbar’s 20th annual investor behavior analysis. You can read a summary of the study here, via ThinkAdvisor.

What we don’t like: Investors have underperformed the markets, often due to fear and poor timing

What we like: Potential market correction during the summer; important for investors to heed the advice of their advisors and stick to investment objectives

What we are doing about it: Focus on the positives like energy renaissance, manufacturing renaissance, and goals-based solutions

Click the play icon below to launch the audio recording.

Source: Dalbar, ThinkAdvisor

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.

Applying Behavioral Finance To Investment Process Crucial To Financial Advisors, Brinker Barometer Finds

Earlier this week, the results of our latest Brinker Barometer advisor survey were made public. Click here to read the full press release. This particular Barometer had a focus on aspects of behavioral finance and how advisors gauge progress towards meeting their clients’ financial goals.

Check out some of the most interesting survey results in the infographic below!

1Q13BrinkerBarometer_5_14_13