– First Published on Nasdaq – The phrase Artificial Intelligence (AI) was likely first used by computer pioneer John McCarthy in 1956 at a Dartmouth College conference. And the concept of AI was even on the minds of classical philosophers as they delved into human thought processes. Today we usually think of AI as computer systems mimicking human behaviors. […]
– First Published on Nasdaq – I recently had an interesting conversation with an investor who had attended a behavioral finance webinar. He shared that his advisor’s level of communication had improved dramatically – from being less tolerant and on occasions showing bias – to having a meaningful conversations about life-goals and how to tolerate sudden market […]
– First Published on Nasdaq – one of the challenges financial advisors face is the tendency for their clients to come to them already influenced by “group” think or herd mentality. “Everybody is buying XYZ; I need to get in on this!”. “No one is staying in International Doodads. The guys on my Pickle Ball team say […]
– First Published on Nasdaq – Human interaction deprivation really is a thing. Never before have people all over the world been subjected to various forms of isolation, including lack of human interaction or touch. As the months of the global pandemic drag on, I’ve been thinking about that and about what life will look like after this […]
– First Published on Nasdaq – Increasingly we’re hearing the phrase “authentic diversity, equity and inclusion” bandied about. By what does it mean in practice? Let’s start with the two facets most people know best: Diversity means that we recognize and respect variety – everyone’s unique qualities, behaviors and attributes. Inclusion means that all individuals are not just included, […]
– First Published on Nasdaq – People are complicated. Some tell you their life story in the first few minutes. Others take time – and deep questioning – to reveal even the smallest details. Financial advisors know that, around the emotional subject of money, gaining insight into clients’ financial personality is hard. But it doesn’t need to […]
