Section
Psychology
11 posts
Price Of Happiness: Missing The Things That Matter
by Lance Roberts, RIA The viral “price of happiness” number prices a survey answer, not the thing you…
The More Investors Use AI, the More Valuable Independent Thinking Becomes
In a white paper 1 published in October 2026, Orbis Investment Management's Simon Skinner, Head of Global Investment…
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.
Investor Optimism Wins As An Investment Strategy
by Lance Roberts, RIA The headlines have never sounded scarier, and the market keeps setting records, which is…
The Smartest Money: What Share Issuance Is Telling Us About the Market
When the most profitable companies in the world suddenly line up to sell stock, it pays to ask…
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,…
David Varadi: The Early Years of Retirement Are The Most Dangerous
Listen on The Move Every retiree gets exactly one shot at one sequence of returns — and…
Don't Look Down: What Man Group's Henry Neville Wants You to Know About Drawdowns
Every portfolio carries pain — the question is how much, how long, and whether it arrives alone or…
Meb Faber: Do What Warren Does, Not What He Says
Buffett's famous advice is simpler than his actual record. Meb Faber wants investors to notice the difference.
Tim Nash on Why Sustainable Investing Is Really a Conversation About Your Clients' Personal Values
Sustainable investing has spent years being debated, rebranded and, at times, misunderstood. But underneath all the terminology is…
Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz
Listen on The Move What if the biggest obstacle between you and financial freedom isn’t your income —…
Mark Robinson on Why Great Leadership Starts With Getting Out of Your Own Way
Some leaders think their job is to have all the answers. Mark Robinson thinks that is usually where…