How to make better investing and life decisions. In this episode you’ll learn: Show Notes Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke Thinking Fast and Slow by Daniel Kahneman The Tao of Pooh by Benjamin Hoff Trying Not to Try: Ancient China, Modern Science, and the Power of Spontaneity by Edward Slingerland Episode Sponsors Intercom Rxbar Wunder Capital Episode Summary David asks the question, “Is … [Read more...]
175: How To Conduct Investment Due Diligence
What attributes should you look for in analyzing an investment advisory firm, financial planner, investment partnership, crowdfunding platform or other investment related offerings. In this episode you’ll learn: Show Notes Anchor Capital Advisors Fund Evaluation Group Investment Philosophy Transcript … [Read more...]
151 Plus: Asset Allocation, Harm and Risk Tolerance
This week April 1, 2017 on Money For the Rest of Us Plus we profile three members who have questions on deciding an appropriate asset allocation given their life circumstances. To help them and other members with similar questions, we take a big picture look at risk, harm, asset allocation and timing. … [Read more...]
MNY066 Plus: Outperforming the Market, Seasonality and Not Having Enough Data
This week's Money For the Rest of Us Plus episode discusses why investing is a loser's game but still requires investors to make some active decisions. I also answer a Hub member's question regarding whether the data I use to make portfolio and risk management decisions is statistically significant. And finally we look at a study that is statistically significant that indicates there is some definite seasonality to the stock market. The episode length is 18 minutes. … [Read more...]
