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May 2022

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

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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

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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

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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,

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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

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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

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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

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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

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