The Psychology of Money

Morgan Housel

Hosted  by Blair duQuesnayCFP, CFA

Overview

Even the smartest people overlook their own biases and behaviors to negatively affect their investment outcomes. And although the approach to risk is the most important topic in investing, it is not simple or intuitive. In this presentation — part of the “Wealth Management in Practice” discussion series — Morgan Housel will explore the psychology of investing, offer ways to avoid behavioral pitfalls, and provide insights about how you and your clients can think about risk in a more productive way to make better investment decisions.


Daniel L. Bishop CFP© CEPA©

Daniel L. Bishop is a Advice-Only Comprehensive Financial Planner that has experience in education funding from cradle to career: His deep expertise is in optimizing Late Stage College Funding into a Master Financial Plan for people with complicated situations, like business owners who are nearing retirement and need to prepare for a business exit on their own terms. He founded Black Swan Advisors LLC in 2016, so that he could pursue his passion of real, honest, financial planning advice for families. He loves working virtually with clients across the Heartland of America. Daniel and his wife modernized a century-old, lakefront farm house in southern Illinois. After work, you can often find tpaying with their 2 kids, preferably in the water.