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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…

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