Section
Behavioural Finance
25 posts
The Rally Is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First.
In a wide-ranging conversation on Excess Returns with hosts Matt Zeigler and Justin Carbonneau, Schwab's Chief Investment Strategist…
Do Stocks Beat Treasury Bills? The Answer Isn't What You'd Think
Hendrik Bessembinder of Arizona State's W.P. Carey School of Business opens his landmark study, "Do Stocks Outperform Treasury…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Cognitive Battlefield of Investing
by SIACharts.com The challenge facing anyone who manages a portfolio is not simply understanding markets; it is understanding…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
What Really Matters: Howard Marks Cuts Through the Noise
Howard Marks, Chairman of Oaktree Capital Management, does not pull punches. In his November 2022 memo to Oaktree…
The Stealth Wealth Killer: Sequence of Returns Risk in a High-Inflation Retirement
Why the order of returns matters more than the average, and what the research actually says advisors should do about it now.
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
Why Retail Traders Consistently Underperform Over Time
by Lance Roberts, RIA Decades of data across global markets reach the same verdict: the more frequently retail…
Twice Shy: The Hidden Cost of Never Going Back to a Stock That Burned You
by AdvisorAnalyst.com Editorial Team Every investor has one. A name they owned, a thesis they believed in, a…
What 55 Years of Doing Nothing Teaches Investors About the S&P 500
New research from Hendrik Bessembinder shows that simply holding S&P 500 stocks without trading rivals the live index over five decades, but how you build the portfolio and which stocks you concentrate in matters enormously.
From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
Listen on The Move She forgot to hang up the phone — and what she overheard about…
The Sequence Tax: Why the First Five Years of Retirement Decide Everything
by AdvisorAnalyst.com Editorial Team Every retiree gets one shot at one sequence of returns. According to David Varadi,…
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Listen on The Move Why does doing more research make investors more confident in the wrong decision,…
The Portfolio You Built for Yesterday Won't Survive Tomorrow
by AdvisorAnalyst.com Editorial Team The investment playbook that generated strong returns from 2010 to 2024 is not the…