The ABCs of Behavioral Biases (UPDATED 04-2024)  

Created: April 22, 2024

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Description: UPDATED FROM SEPT. 2019: This collection of materials includes: (1) a 6,000-word white paper, (2) the same materials broken into a seven-part drip series, and (3) a PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring to FOMO, from hindsight, to tracking-error regret, this series covers the most common financial behavioral biases that lead investors astray.

“What Is Evidence-Based Investing?” Slideshow  

Created: June 22, 2017

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Description: Designed to complement our recently released "What Is Evidence-Based Investing?" infographic/poster, this PowerPoint slideshow reiterates the same talking points for use in client, prospective client and other presentations.

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