The ABCs of Behavioral Biases (UPDATED)  

Created: September 18, 2019

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Description: UPDATED FROM AUG. 2017: This collection of materials includes: (1) a 5,800-word white paper, (2) the same materials broken into a seven-part drip series, and (3) an ALL-NEW PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring, to hindsight, to tracking-error regret, the series covers 17 of the most common financial behavioral biases that lead investors astray, in alphabetic order.

Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)  

Created: September 24, 2018

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Description: UPDATED FROM MAY 2017: Use this 700-word quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)  

Created: September 24, 2018

Categories: , , , , ,

Description: UPDATED FROM MAY 2017: Use this 700-word quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

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