Entries by Hugh Massie

At the year end, looking at the year ahead…

The ever-quotable Warren Buffett says, “Never invest in a business you can’t understand.” Well, as we round out another terrific year, I want to challenge you a bit by noting that many of us regularly invest in people we may not understand. So, why make relatively blind “people investments” when you (hopefully) would not make […]

For The Right Financial Advice, Get The Relationship Right

This article first appeared on Nasdaq. No two people’s financial situations are ever the same. Finding a financial advisor who really understands that and who can deliver truly tailored advice is getting progressively more difficult. So, it is increasingly incumbent upon financial advisors to have a depth of behavioral insight in order to deliver a […]

Markets Are Not Predictable, But Human Behavior Is

This article first appeared on Nasdaq. Understanding how to uniquely manage each client during periods of market volatility is a major issue for advisory firms. So, when you have the capability to predict each client’s reactions in advance of market movements, communication is straightforward, understanding that markets are not predictable, but human behavior is. After […]

Financial Advisors: Are You Ready To Embrace Artificial Intelligence?

This article first appeared on Nasdaq. And the hits keep coming, so to speak. Never has every move, decision, and interaction with clients of financial advisors been analyzed to this degree. And that will only become more prevalent. Any form of questionable practice will be identified and challenged. It begs the question, are financial advisors […]

Diversity and Inclusion Make Teams Great

This article first appeared on HR Management. Is diversity and inclusion (D&I) in organizations and teams just the latest HR craze? Or maybe just a nod to equality compliance? Neither. D&I, when introduced appropriately, mines the rich and often untapped talent within an organization. In fact, understanding what D&I means when implemented within a business […]