The Emotional Investor
Author, speaker, and founder of The Behavioral Advisor Academy and Behavioral Finance Network — helping financial advisors strengthen conviction, reduce emotion, and coach with confidence.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 23, 2026
Latest issues
I Was a Podcast Guest Talking Investor Behavior (opens the original)
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I recently joined Dr. Daniel Crosby on the Standard Deviations podcast for a 30-minute conversation about investor behavior and behavioral finance.A few things we discussed:Why we’re so bad at predicting our future behavior. Why doing something feels so right when markets are falling. How advisors can prepare clients before the next downturn. When paying off a low-rate mortgage can be optimal (psychologically).Whether AI will make us better investors. <
The Real Holy Grail of Investing (opens the original)
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A couple of years ago, Tony Robbins published a book called The Holy Grail of Investing. The title captured something investors have been searching for forever: the investment, strategy, or secret that finally makes investing easier.Something that produces attractive returns without painful losses. Something that tells us when to get in and when to get out. Something that removes uncertainty from the equation.That would certainly qualify as a holy grail.Unfortunately, it doesn’t exist.But I thin
Stop Watching the Scoreboard: A Better Way to Invest (opens the original)
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Nick Saban, former head coach of the University of Alabama football team, built one of the most dominant programs in college football history by teaching his players something surprising: stop thinking about winning. Not the championship. Not the game. Not even the final score. His players were trained to narrow their attention to a much smaller target, one that lasted only a few seconds.Most football teams, and most investors, do the opposite. They fixate on the scoreboard and allow the current
The Optimal Financial Decision May Not Be the Best One (opens the original)
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When a client asks whether they should do A or B, we often turn to planning tools and a “spreadsheet” approach to determine which choice is financially optimal. That would be sufficient if all we wanted to do was maximize a number. But people do not make decisions based solely on financial optimization. We also have nonfinancial preferences, and those preferences can be quite strong.In this post, I share real experiences from behavioral finance experts in which the psychological benefit overrule
New Emotional Investor Book Just Published (opens the original)
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I’ve spent 27 years as a financial advisor, and one lesson has become increasingly clear to me: successful investing is about much more than choosing the right investments.It’s also about making good decisions when our instincts are telling us to do something else.Markets give us plenty of opportunities to make bad decisions. Fear makes us want to sell.… Read more
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