Discipline Funds
DECEMBER 28, 2022
The Arithmetic of Active Management – William Sharpe Why Active Investing Is a Negative Sum Game – Fama & French Section 5 – Behavioral Finance 10 Behavioral Biases that Hurt Investors Why Retail Investors are so Bad at Investing The Psychology of Financial Decision Making Why do People Hate Rising Stock Prices?
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett is a well-educated, experienced financial executive.
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The Big Picture
OCTOBER 19, 2022
We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. One, we invest in the business to better serve you, right, so better digital experience, if you’re a retail investor, more services for advisors. So we serve financial advisors.
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.
Sara Grillo
NOVEMBER 14, 2022
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!
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