Investment Sense Blog

More than a Gambler’s Fallacy: How Luck Fools Investors, Baseball Umpires and Asylum Judges—Toby Moskowitz

Posted on 03/29/2018

Toby Moskowitez, in his general session at Investment Advisor Forum 2018, explains how seeing patterns where they don't exist can led to poor decision making in dating and investing.

CPWA Certification Leads to Greater Advisor Confidence and Success According to Latest Aite Study

Posted on 03/27/2018

Contributed by Josh Randall, Investments & Wealth Institute Communications Department

On average, CPWA® adivisors are more experienced, educated, and successful.

Disruptive Trends: An Inside Look at the latest Investments & Wealth Monitor

Posted on 03/15/2018

Contributed by Josh Randall

Tackle challanges facing the financial advisory industry in the latest issue of the Investments & Wealth Monitor.

Five Ways Technology Will Change How You Age – John Diehl

Posted on 03/13/2018

Contributed by Linda Corman, guest contributor

In his session, Winning Clients by Taking Them for a Lyft, presented at Investment Advisor Forum 2018, John Diehl explans how advisors helping older clients can utlize technology to provide invaluable service that will distinguish them from competitors.

The Choices of the Wealthy

Posted on 03/09/2018

Contributed by Linda Corman, guest contributor

Paul Sullivan, author of The Thin Green Line, explains the difference between the wealth and the simply rich.

Build Your Confidence Using Options: "Fundamentals of Exchange-listed Options" Course Available Online

Posted on 03/01/2018

Contributed by Josh Randall, Communications Department, Investments & Wealth Institute

Fundamental of Exchange-listed Options gives advisors the confidence to leverage options for their clients.

Keeping the Prediction Monster at Bay: The Difficulties, Fallacies, Pitfalls, & Persistent Allure of Prediction

Posted on 03/01/2018

Contributed by Linda Corman, guest contributor

In this blog, Stephen Dubner, co-author of Freakonomics and Think Like a Freak, explains how attemping to predict the future can often go wrong.