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Avoiding the “Two-Plan Tony”
Business Owner

Avoiding the “Two-Plan Tony”

Aug 7, 2018 · 2 min

For constant success, you must change with the times
Behavioral Biases Series

For constant success, you must change with the times

So how can Status quo bias impact investors? Pompian list the following four mistakes investors can make with this bias.

Aug 1, 2018 · 2 min

Duncan Williams Asset Management Ranks Number 10 Fastest Growing RIA Firms
News

Duncan Williams Asset Management Ranks Number 10 Fastest Growing RIA Firms

Duncan Williams Asset Management is proud to announce its inclusion in Financial Advisor Magazine’s 2018 list of fastest growing Registered Investment Adviser firms in the United States,

Aug 1, 2018 · 4 min

Do your investments reflect your values?
Personal Investor

Do your investments reflect your values?

As social responsibility and environmental awareness become more popular, the demand for ESG investments has grown as well.

Jul 26, 2018 · 2 min

Self-reverence, self-knowledge, and self-control
Behavioral Biases Series

Self-reverence, self-knowledge, and self-control

“Simply put, self-control bias is a human behavioral tendency that causes people to fail to act in pursuit of their long-term, overarching goals because of a lack of self-discipline

Jul 20, 2018 · 2 min

Too many people overvalue what they are not and undervalue what they are —Malcolm S Forbes
Behavioral Biases Series

Too many people overvalue what they are not and undervalue what they are —Malcolm S Forbes

“In its most basic form, overconfidence can be summarized as unwarranted faith in one's intuitive reasoning, judgments, and cognitive abilities.

Jul 10, 2018 · 3 min

Nonprofit organizations need retirement plans too
Non-Profit

Nonprofit organizations need retirement plans too

Offering retirement benefits at your nonprofit can help you be competitive at attracting the best talent for your nonprofit organization.

Jul 10, 2018 · 2 min

Most small business owners want their business to be successful well into the future
Business Owner

Most small business owners want their business to be successful well into the future

Most small business owners want their business to be successful well into the future.

Jul 3, 2018 · 1 min

Loss Aversion Bias
Behavioral Biases Series

Loss Aversion Bias

Win as if you were used to it, lose as if you enjoyed it for a change. —Ralph Waldo Emerson

Jun 26, 2018 · 5 min

"An investment in knowledge pays the best interest" - Benjamin Franklin
Personal Investor

"An investment in knowledge pays the best interest" - Benjamin Franklin

We encounter people all the time that ‘just want to learn more about the stock market’ or ‘I wish I knew more about money.’

Jun 19, 2018 · 2 min

Recency Bias
Behavioral Biases Series

Recency Bias

Recency bias occurs when people more prominently recall and emphasize recent events and observations than those in the near or distant past.

Jun 15, 2018 · 3 min

Outcome Bias
Behavioral Biases Series

Outcome Bias

“Outcome bias refers to the tendency of individuals to decide to do something—such as make an investment in a mutual fund—based on the outcome of past events (such as returns of the past five years) rather than by observing the process

Jun 8, 2018 · 3 min

“Youth is wasted on the young”  George Bernard Shaw
Personal Investor

“Youth is wasted on the young” George Bernard Shaw

Youth can be such a beautiful thing. It implies hope, learning, growth, dreams, aspirations to change the world.

May 30, 2018 · 2 min

Self-attribution Bias
Behavioral Biases Series

Self-attribution Bias

Self-attribution bias is a long-standing concept in psychology research and refers to individuals’ tendency to attribute successes to personal skills and failures to factors beyond their control.

May 30, 2018 · 2 min

Availability Bias
Behavioral Biases Series

Availability Bias

May 22, 2018 · 3 min

Business Owner

Entrepreneurship

Small business owners must take on many roles to be successful in the operations of their services.

May 8, 2018 · 1 min

Framing Bias
Behavioral Biases Series

Framing Bias

framing bias, just one more of the many ways in which our brains are biased in the way we evaluate information.

May 8, 2018 · 3 min

Anchoring and Adjustment Bias
Behavioral Biases Series

Anchoring and Adjustment Bias

When negotiating the price of an item we are often swayed when we feel we’re getting a bargain.

Apr 27, 2018 · 3 min

“Investing is the intersection of economics and psychology”  Seth Klarman
Personal Investor

“Investing is the intersection of economics and psychology” Seth Klarman

So the question is why does the average equity investor meaningfully underperform the broad equity market?

Apr 24, 2018 · 2 min

Hindsight Bias
Behavioral Biases Series

Hindsight Bias

The hindsight bias refers to a person's belief and tendency of having predicted the outcome of an event when, in reality, there was no sure way of knowing the outcome.

Apr 18, 2018 · 3 min

Jo Gilbert, Executive Director of Madonna Learning Center
Community Great Performers

Jo Gilbert, Executive Director of Madonna Learning Center

Jo Gilbert has been the Executive Director of Madonna Learning Center since December of 2012.

Apr 12, 2018 · 1 min

Who Should Be On Your Development Committee?
Non-Profit

Who Should Be On Your Development Committee?

Partly because I have a father that has built a very successful career in professional fund-raising and partly because I deal with people’s money on a daily basis in my normal business responsibilities

Apr 10, 2018 · 2 min

The illusion of control bias
Behavioral Biases Series

The illusion of control bias

The illusion of control bias, another form of dissonant behavior, describes the tendency of human beings to believe that they can control or at least influence outcomes when, in fact, they cannot.

Apr 10, 2018 · 3 min

Should small businesses partake in a 401(k) retirement savings plan?
Business Owner

Should small businesses partake in a 401(k) retirement savings plan?

Small businesses are an important backbone of the community, offering specialty retail and services to cities.

Apr 6, 2018 · 1 min

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