Real People

If you’re not familiar with the concepts of behavioral finance it’s worth exploring. BF is concerned with real people (i.e., our clients), not the “rational” investor we so often read about. My partner Deena and I recently spoke at the U.K. financial planning convention where we had the opportunity to meet Greg Davies, a Barclay Managing Director and Head of Behavioural Finance and Investment Philosophy who introduced us to some of the work his firm is doing in this area. If you’re a newbie to the field, an excellent source to begin your education with is the Barclay’s Wealth Management site – http://www.investmentphilosophy.net/behavioural-finance/. If you’re an old hand, it’s still an excellent resource.

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