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by Dan Miles | August 18, 2018 | Portfolio Insights

Portfolio Insights August 18 – Mental Accounting (Part 1)

Every dollar is equal in value – at least until it is held by an individual. Each person is riven with emotions, desires and goals that change their perceptions about the value of money. They place it in buckets, often based on the source of the money and its intended use. It’s a process also known as ‘mental accounting’ and the ways it can work against investors are well known.

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by Dan Miles | July 18, 2018 | Portfolio Insights

Portfolio Insights July 18 – Framing Bias

Information can mean different things depending on how it’s presented. Dan Miles says the industry needs to start giving Advisers the tools so clients can see the big picture.

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