Two Questions With Daniel Crosby

In this bonus audio, psychologist and behavioral finance expert Daniel Crosby explains his preference for a rule-based, low-turnover approach to investing. He then shares the biggest lesson he’s learned over the course of his career. You can see Crosby’s full interview in the January 2019 AAII Journal: Steps You Can Take to Reduce the Risk…

 

What Investments Do You Need?

While working on a new presentation about portfolio strategies, it occurred to me that there is an important question I should address: What investments does an individual investor need in their portfolio? Not specific names, but rather what types of investments. It’s a question that is not necessarily easy for many investors to answer. It’s…