Steve Booren
All Stories

Improving investor behavior: Learn to love a falling market
The financial markets have given investors quite a ride in the past few months. Not only have we seen a drop in the prices, but the volatility and multiple-percentage point...

Improving investor behavior: Focus on the right number
With all the attention focused on performance and prices, little appreciation goes to what we believe is a most desirable outcome for investors: income. Why do most people invest? Income.

Improving investor behavior: Managing the pain of regret
Regret may be the most enduring and damaging emotion investors grapple with during their financial lives.

Improving investor behavior: Managing your fears
Shark Week is among the longest running and most popular cable programs in history. First appearing 30 years ago in 1988, the show has since been watched and celebrated by...

Investor behavior — don’t be driven by fear of missing out
When you are stuck in traffic on the interstate, creeping along, do you find yourself wanting to switch from one lane to another? Do you glance to the left and...

Improving investor behavior: The prosperity mindset
A prosperity mindset takes a look at the whole equation: your daily spending, saving for your future, and yes, even how much you make.

Improving investor behavior: Longevity and the fear of running out of money
When do you plan to die? Weird question, right? Itap one that financial advisers have to ask their clients. The typical approach to retirement planning involves spending down the portfolio,...

Improving investor behavior: Myths and language
Many people believe the stock market is risky. Itap often described as a casino, using words like crash, falling, and my favorite Wall Street word “correction," meaning falling 10 percent or...

Improving investor behavior: Make steady savings your strategy
When it comes to finance and planning for retirement, choosing how much to save is far more important than hoping for better market returns.

Improving investor behavior: Act like an owner
For most investors, the feeling of being an owner of that company is divorced from owning a percentage or shares in a public company. But when you think like an...