Join 924 investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe

How to prevent clients from making a classic behavioral investing mistake

At some point, we’ve all had a client walk into the office and start a sentence with something like “I heard” or “I read.” This happened pretty regularly after David Swensen wrote a book about his experience managing Yale’s endowment fund. For a while, the guy was everywhere, and more than a few clients wanted to know how they could “invest like Yale.”It sounds like a great idea, right? Well, there’s a pretty big difference between an individual portfolio and an endowment fund. Most people skip that part and jump right to, “but he made a lot of money!” Why wouldn’t you do exactly what David…

Read the rest of the article on Investment News.

 

We want to hear from you!

Montgomery

866.676.2701
info@jt-am.com
200 Commerce Street
Suite 300
Montgomery, AL 36104
Map

Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
Map

Receive Our Newsletter

Close