How to Advise 'Open' Investors Contributor Michael Pompian offers ideas for working with this personality type. Michael Pompian Jul 23, 2020
What Investor Biases Are Open Investors Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases. Michael Pompian Jun 17, 2020
How to Advise Neurotic Investors Contributor Michael Pompian offers ideas for working with this personality. Michael Pompian May 28, 2020
What Investor Biases Are Neurotic Investors Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases. Michael Pompian Apr 15, 2020
How to Advise Conscientious Investors Contributor Michael Pompian offers ideas for working with this personality. Michael Pompian Apr 1, 2020
What Investor Biases Are the Conscientious Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases. Michael Pompian Feb 19, 2020
How to Advise Agreeables Contributor Michael Pompian offers ideas for working with this personality. Michael Pompian Jan 15, 2020
What Investor Biases Are Agreeables Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases. Michael Pompian Dec 19, 2019
How to Advise Extraverts Contributor Michael Pompian offers ideas for working with this personality, which is prone to overconfidence. Michael Pompian Nov 20, 2019
What Investor Biases Are Extraverts Most Prone To? Contributor Michael Pompian shares the results of his new study of personality traits and investment biases. Michael Pompian Oct 17, 2019
A Close Look at the Big Five Personality Traits A new study by contributor Michael Pompian examines the relationship between the dimensions of personality and investor biases. Michael Pompian Sep 18, 2019
The Big Five and Behavioral Finance Contributor Michael Pompian introduces a new series that examines the relationship between the "Big Five" personality traits and the behavioral biases of investors. Michael Pompian Aug 14, 2019
How to Advise the Follower Investor Type Michael Pompian shares some strategies for overcoming this behavioral investor type's biases. Michael Pompian Jul 17, 2019
Advising a Young Risk-Taker Michael Pompian outlines the case of an aggressive investor with sizable near- and long-term goals. Michael Pompian Jun 19, 2019
How to Analyze the Independent Investor Type Here are some strategies for overcoming this behavioral investor type's biases. Michael Pompian May 15, 2019
Advising a Couple That Fears a Financial Crisis Michael Pompian outlines the case of a high-net-worth couple whose investment behaviors may get in the way of their goals. Michael Pompian Apr 17, 2019
How to Advise the Accumulator Investor Type Here are some strategies for overcoming this behavioral investor type's biases. Michael Pompian Mar 20, 2019
Advising a High-Earning, Risk-Taking Pre-Retiree Using Behavioral Investor Types Michael Pompian's second case study features a a high earner on the brink of retirement who likes taking investment risks. Michael Pompian Feb 21, 2019
How to Advise Preservers Here are some strategies for overcoming this behavioral investor type’s biases. Michael Pompian Jan 21, 2019
Advising a Too-Conservative Retiree Using Behavioral Investor Types Michael Pompian's first case study features a high-spending retiree with a cautiously positioned portfolio. Michael Pompian Dec 20, 2018
How Advisors Can Help Independents and Accumulators Succeed These two investor types have investing strengths and weaknesses. Here’s how to best advice each. Michael Pompian Nov 14, 2018
How Advisors Can Help Preservers and Followers Succeed These two investor types have investing strengths and weaknesses. Here’s how to best advice each. Michael Pompian Oct 17, 2018
The Four Behavioral Investor Types The qualities and biases of preservers, followers, independents, and accumulators. Michael Pompian Sep 19, 2018
Why You Need To Understand Behavioral Investor Types Get a better understanding of your clients' financial personalities and establish stronger relationships, says Michael Pompian. Michael Pompian Aug 15, 2018
How to Overcome Anchoring When Investing Anchoring can lead to poor investment decisions. Here's how to help clients avoid it. Michael Pompian Jul 18, 2018
Would You Buy That Investment Again at Today’s Price? Asking your clients that question about positions they're clinging to can help them overcome endowment bias. Michael Pompian Jun 20, 2018
The Value of a Mad Money Account Setting aside a small chunk of a portfolio for trading can help scratch the itch of overconfidence. Michael Pompian May 17, 2018
How Cognitive Dissonance Thwarts Investment Decision-Making Here's a strategy for helping clients recognize and learn from their investment mistakes. Michael Pompian Apr 19, 2018
Why Outcomes and Processes Must Go Hand in Hand Outcome bias can pose a serious threat to your clients’ investment results. Michael Pompian Mar 15, 2018
The Value of Playing Devil's Advocate in Investing Confirmation bias can lead investors to make bad decisions. Here's how to avoid it. Michael Pompian Feb 15, 2018