Archive by tag "investor behaviour"

Another Dimension to Retirement Risks

September 16th, 2015

As part of my responsibility to clients, I continue to follow the work of several leading experts on the risks of retirement. Steve Vernon, an American actuary, recently surprised me by adding another whole category of retirement risks that he calls behavioral risks.

Read more »

Do-It -Yourself Investors

January 2nd, 2014

In my practice, I very often encounter clients that are managing their assets themselves (often called Do-It-Yourself). In general, there are two types of DIY’ers; the passive type and the aggressive type.

Read more »

Buying High, Selling Low

September 11th, 2012

In classical economic theory, investors always behave in their own rational self-interest. Recent research in the field of behavioural finance shows that this is often not the case. The chart (left – double click to enlarge) includes the change in the US S&P 500 Index during the dot.com bubble and the net inflows/outflows from US [...]

Read more »