In order to survive turbulent markets, sometimes advisors need to practice “tough love” on themselves and clients alike for the best interest of both. Its so easy to make excuses for not making progress when our environment seems hostile but this is when making decisions and executing effective strategies counts most. When we rationalize our [...]

We all know that our emotional state impacts our decision making ability in our world as advisors. When the markets are going up, we get greedy. When the markets are going down, we get fearful. And weʼve seen the empirical evidence regarding the disconnect between investment returns which are mostly market driven and investor returns [...]