Despite my nickname of "Mr. Sunshine" I actually am an optimist at heart. I believe America will continue to prosper and be a global economic super-power. I have faith our citizens will be able to (eventually) put aside their growing ideological differences and do what is right for America. I
I was quoted in two articles this week. On Sunday, the New York Times published “When Gambling Seems Like a Good Investment“. The article discussed ways financial advisors deal with aggressive clients. It gave me the opportunity to highlight our behavioral approach. In this case, I discussed how
In college, my peers voted me “most likely to appear on CNBC”. Even back then I enjoyed talking about the markets and attempting to educate anyone who would listen about how the markets work (or don’t work). Some of my fondest memories occurred after class or
Availability Bias: an information-processing bias in which people take a heuristic (mental shortcut or rule-of-thumb) approach to estimating the probability of an outcome based on how easily the outcome comes to mind. Easily recalled outcomes are often perceived as being more likely than those that are harder to recall or
Almost 2 years ago I took the final portion of the CFA Exam. The materials for that section have completely changed the way I look at everything. Level I was focused on market fundamentals, Level II focused more on how to analyze the various asset classes available, while Level
