Since our founding 27 years ago, SEM has understood one critical fact — investors are humans, not robots. Each year DALBAR releases the Quantitative Analysis of Investor Behavior (QAIB). They study the buy & sell patterns of stock and bond investors and compare the returns of the average investor to
Tag: Investor Behavior
Jeff was a guest on “Ask the Expert” with Mason & Associates in Norfolk, VA this week. During the show they discussed how the recent Hurricane in North Carolina can be an analogy of how we tend to deal with our investments and savings. In addition, several callers
Being human means we are not always completely rational. There is nothing wrong with that. This is what makes life interesting and makes each person unique. If everyone behaved rationally we would have a world full of robots. When it comes to investing, however, our natural human traits can cause
SEM applies a Behavioral Approach to Investing. Our total portfolio approach is designed to overcome the most common behavioral biases. To understand the importance of this we need to first understand the biases. About two years ago I posted a video clip from one of our client seminars where I
Leading up to the Super Bowl there has been an exhaustive discussion on the success of Patriot’s coach Bill Belichick (appearing in his 8th Super Bowl as head coach & 10th overall. He’s won 5 as a head coach & 2 more as an assistant). One