An Educated Investor Knows Who They Are
May 24, 2022
Paul is encouraged by the recent addition of a psychology program as a part of Certified Financial Planning (CFP) education. Paul shares how concepts like
May 2022
Good Advice or Financial BS?
May 23, 2022
Today, Paul shares an article from the Journal of Behavioral and Experimental Finance about some people being susceptible to “financial BS.” Paul talks about how
Understanding Options Contracts
May 20, 2022
A recent study confirms that one of the riskiest behaviors small investors dabbled in during the pandemic was options contracts. Today, Paul gives a simple
Top NBA Player With Humble Origins
May 19, 2022
The NBA playoffs are going on, and Giannis Antetokounmpo has been one of the league’s stars, leading the Bucks to a championship last year. However,
Escape the Cycle of Fear in Investing
May 18, 2022
Investors go through a cycle of fear that leads to bad investment results. In this video I use some brain science to explain how to
FINRA Considers Competency Test for Complex Investments
May 18, 2022
Paul and Jim talk about the proposed changes of the Financial Industry Regulatory Authority (FINRA) to complex investment products. In a recent ThinkAdvisor article, industry
Taking Advantage of Investors During Down Markets
May 17, 2022
Paul and Jim talk about a company who claims to be practicing evidence-based investing but is really using short-term track records to sell investment products
Recovering From a Loss
May 16, 2022
This has been a tough year for a lot of investors who realized their portfolios had more risk in them than they thought. Today, Paul