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Kahneman - Clients Driven by Losses, Not Gains
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Further advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett
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Hacking your Mind
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This four-part series examines how easy it is to hack your mind and what you can do. Follow host, Jacob Ward, (The TODAY Show), from the farthest corners of the globe to the inside of your mind as he sets out to discover we are not who we think we are.
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Decision-making Thinking About Thinking
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Michael Lewis dissects the enduring friendship between Daniel Kahneman and Amos Tversky
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Champion the fiduciary standard
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Long-time fee-only advisers fear loss of a competitive edge as brokers blur the lines in the advice industry
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Aging Dilema
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Should today’s 70-year-old American be considered “old?” How do you define that term these days?
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Outline - IYM Week 8 - Money and Mind - Carl Lachman & Peter Kote - Fall 2020
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“Money and Mind” Presentation by Carl Lachman & Peter Kote for the fall 2020 workshop series
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Eclectic Associates: Who We Are
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Eclectic Associates Brochure
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ASK FIRST Form – Carl Lachman
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2020: ASK First Form filled out by Carl Lachman
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Outline - IYM Week 7 - Fixed Income Investing - Julie Bray & Peter Kote - Fall 2020
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“Fixed Income Investing” Presentation by Julie Bray & Peter Kote for the fall 2020 workshop series
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ASK FIRST Form – Julie Bray
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2020: ASK First Form filled out by Julie Bray
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