Dr. Daniel Crosby - The Role of Behavioral Finance in Modern Investment Management Practices
02/25/19 • 57 min
A discussion of the 4 Cs of behavioral investment management as found in The Laws of Wealth: Psychology and the Secret to Investing Success.
A discussion of the 4 Cs of behavioral investment management as found in The Laws of Wealth: Psychology and the Secret to Investing Success.
Previous Episode
Doug Boneparth - Navigating the Future of Retirement: Essential Strategies for Planning Ahead
Douglas Boneparth is an InvestmentNews 40 Under 40 alum, the co-author of The Millennial Money fix, and financial Twitter's resident hair and coffee expert. In this episode, we discuss:
Whether or not online interactions can take the place of "in real life" connection
The case for authenticity and being candid about our own struggles
The changing shape of retirement and what it will look like in the future
So, grab a cup of your favorite caffeinated beverage and join us.
Next Episode
Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building
Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York.
We discuss:
What's broken and what works in today's wealth management industry
The importance of managing fees, risk and taxes
How to prevent lifestyle creep
Under-considered investment strategies
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