The Big Picture
APRIL 17, 2025
In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. You see this all the time: After a huge run of spectacular gains, the media fetes a manager, and buyers pour in late.
The Big Picture
NOVEMBER 18, 2024
I submitted the final manuscript for my new book, How Not to Invest , last week. It’s not easy to distill your entire investing philosophy into a single work. My trick was to sneak in the investing lesson by showing some really bad outcomes—not only in finance but in many other fields. What do you include? What do you leave out?
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The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.
The Big Picture
JANUARY 2, 2025
In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.
The Big Picture
MAY 3, 2025
Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.
FMG
MARCH 3, 2025
Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Social media for financial advisors can be a powerful tool when used effectively.
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