He serves as a lecturer and coach of applied behavioral finance for Toews’ Behavioral Investing Institute, where he assists in training advisors to build a process for managing investor behavior. He previously worked in New York City real estate.
A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.
Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.
Political bias can create negative chain reactions in portfolios. Here's how to keep investors focused on long-term goals.
Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.
Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.
The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.
Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.
Rising rates threaten the safe-haven status of bonds, long the designated driver to our tipsy friend, equities, writes Eben Burr.
Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.
Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.