An extensive study of the performance of IPOs in the aftermarket showed underperformance over short and long term periods studied.
The Intelligence Trap
I’ve found it fosters a series of mistaken beliefs, that prevent you from gathering more AUM.
Worrying is a Useless Emotion
I often wish I could follow the advice in Bobby McFerrin’s hit song, Don’t Worry, Be Happy. These days, I find it particularly challenging.
The Surprising Key to a Long, Happy Life
It’s important for you to be aware of the latest research on happiness, which is useful in your own life. Who doesn’t want to live a long time and be happy?
The Art of Deception
Over a 15-year period, more than half of actively managed funds go out of business or are merged. Many rankings don’t include these funds.
The One Trait That Predicts Advisor Success
There’s broad agreement curiosity is a valued trait. Yet, many advisors don’t exhibit it. This lack of curiosity is, in my experience, the primary reason why those advisors are not reaching their potential.