Yesterday, I laid out the ways we think about and use Behavioral Finance at RWM in the practice of running a wealth management firm....
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Over the decades, I have consumed the entire canon of Behavioral Finance, from Ariely to Kahneman to Thaler to Shiller and back. The...
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Source: RIA Last week, turned 5 years old. We got a very lovely anniversary gift from CityWire RIA magazine, whom we had...
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On September 15, 2013, exactly 5 years ago, four of us took a leap into the unknown to launch RWM. Perhaps a few words on this crew, and...
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“How do you guys have time to manage money, between tweeting and writing and tv and radio?” This...
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Last year, I wrote a brief explanation as to why there are so many people in my firm who write. Why we do what we do explains the...
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click for more info on our Chicago office We are Chicago bound tomorrow! Me, Kris Venne (our director of financial planning),...
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Later this month, myself and my director of financial planning, Kris Venne will be in Chicago for the week. Readers of our stuff...
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This past December, we announced RWM had opened a new office in Newport Beach, California, with advisor Gary Pulford (Gary is a...
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This year, we promoted William Sweet to Chief Financial Officer at RWM. It could be the smartest decision we will make in 2018 –...
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