Video Library

Monthly Video: August

Forecast Flaws

Before listening to the forecast of the day, you may want to consider why experts consistently err in their forecasts.

Monthly Video: July

Market Whiplash

What a start to the year! Reflecting on what happened can help us make better financial decisions going forward.

Monthly Video: June

Allure of Forecasts

Forecasts can be very alluring to our psyche, but are potentially damaging to our wealth.

Monthly Video: May

Shock, Awe and Perspective

In times of uncertainty, maintaining a healthy perspective is both mentally and financially beneficial for investors.

Monthly Video: April

Strategic Ignorance

Sometimes it is wise to ignore certain information.

Monthly Video: March

Detrimental Data

Not all data is beneficial to us. Some may be downright detrimental to investors.

Monthly Video: February

Coin Tosses & Our Brain

We can learn how to improve our decision-making process by guessing coin tosses.

Monthly Video: January

Who Would Have Thought?

Based on all the negative news in 2019, you wouldn’t have thought the market would be positive.

Monthly Video: December

Impeachment Inquiry

Impeachment may dominate the news, but history shows the economy is greater than political outcomes.

Monthly Video: November

Beware of Hype

Just because something is popular, doesn’t mean it will be profitable.

Monthly Video: October

Recession Rampage
The media is talking recession again. Here’s why it may be wise to ignore them.

Monthly Video: September

Back to School
Perhaps the single most important lesson investors need to learn.

Monthly Video: August

Decision Making – The Thinking Brain
Overcoming mental shortcuts can help us improve our decision-making results.

Monthly Video: July

Summertime Surprise
Expect surprises, but be ready with a solid Plan.

Monthly Video: June

Uber Exciting
Are you basing your investment decisions on fundamentals or popularity?

Monthly Video: May

Strategic Ignorance
Are you being strategic with the information you choose to receive?

Monthly Video: April

Assumptions
Are you deliberate in your decision making or are you making assumptions?

Monthly Video: March

Fake Headlines
Fake Headlines may grab our attention, but are often best to ignore.

Monthly Video: February

Market Whiplash
Are you ignoring the noise and focusing on your Plan?

Monthly Video: January

Investing: Simple, Not Easy
Are you practicing Patience and Discipline?

Monthly Video: December

Illusion of Average
Do you know the difference between long-term averages and likely outcomes year to year?

Monthly Video: November

Midterm Mania
Are you letting the Mid-Term Elections influence your investment decisions?

Monthly Video: October

Financial News for Long-Term Investors
If the financial media existed for the benefit of long-term investors, what would they say?

Monthly Video: September

Back to School
Do you rely on Mental Shortcuts or Facts?

Monthly Video: August

Trade Wars
What will be the impact of tariffs and potential trade wars on your portfolio?

Monthly Video: July

Skill, Luck & Outcomes
Do you rely on your long-term plan or short-term predictions?

Monthly Video: June

Brain Teasers
Do you ask questions or take information at face value?

Monthly Video: May

May Fables
Do you believe in Fables or seek out Investment Truths?

Monthly Video: April

Learning From Bear Sterns
Do your investments adhere to your Plan??

Monthly Video: March

February Fluctuations
Are your decisions based on your Plan?

Monthly Video: February

The ‘Melt-Up’ of 2018
Stick to your Plan by reflecting on Investment Truths.

Monthly Video: January

Consensus 
Are you relying on your Plan or consensus estimates?

Monthly Video: December

Mind Games 
Can you predict what triggers your emotions?

Monthly Video: November

Psychological Contagion 
Are you taking precautions to avoid psychological contagions?

Monthly Video: October

Natural Disasters & Investment Decisions 
Does your Plan focus on what is controllable?

Monthly Video: September

The Eclipse Illusion 
Are you putting enough weight in your Plan?

Monthly Video: August

Investment Hero 
Do you have the courage to stick with your Plan?

Monthly Video: July

What's Next? 
Past patterns often influence our thoughts of future outcomes. Do you use the past as a predictor?

Monthly Video: June

Certainty 
Life is filled with uncertainty. When guessing outcomes, do you use wide or narrow ranges?

Monthly Video: May

Performing Research 
Research can inform or mislead. Are you factoring in both performance AND risk?

Monthly Video: April

Complacency 
When we are complacent, we stop asking questions. Being prepared and having a plan is key. Watch the video to learn more.

Monthly Video: March

Habits 
Why are New Year’s resolutions so hard to keep? We tend to stick to habits and when we try to change those habits it becomes difficult. The key is to don’t give up. Learn more here.