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Oct 10, 2024 | 
fa-mag.com | Daniel Crosby
We find ourselves at a crossroads. We all know that true wealth is about far more than money. Wealth is friends, family, health, a vocation, command of your time, leisure and whatever else is important to you.
And yet, we are all guilty of acting as if money alone is wealth and an end in itself.
How do we navigate this crossroads to find the right balance between monetary wealth and true, soulful wealth?
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Aug 22, 2024 | 
fa-mag.com | Daniel Crosby |Tim Holland
Election years inherently bring a heightened sense of uncertainty, as the unpredictable nature of election outcomes and potential policy shifts can impact both individual sentiment and financial markets. While these periods can trigger collective responses that influence market dynamics, advisors seeking to support nervous clients can lean on historic trends to help guide their clients through the election cycle.
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May 15, 2024 | 
podcasts.apple.com | Jason Pereira |Daniel Crosby
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher and expert in the areas of financial planning, practice management and fintech.
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Apr 16, 2024 | 
firstlinks.com.au | Julie DelahayeLes Steed |Norman Derham |Gemma Dale |Daniel Crosby
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks.
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Apr 11, 2024 | 
fa-mag.com | Daniel Crosby
Two hundred years ago, 85% of the world’s population was living in poverty. Today, that number has drastically dropped to about 8–9%. We’ve also doubled our longevity over that time period, and seen a great reduction in violence. However, despite the fact that we are living longer, and technically richer than ever, studies show that as a society we are lonelier than we’ve ever been across every generation. Stated simply, our riches don't seem to be making us happy.
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Apr 3, 2024 | 
podcasts.apple.com | Daniel Crosby |Thomas Mathar
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now based in Edinburgh, heads up the Centre for Behavioural Research at Aegon UK. As a trained social anthropologist with additional training in behavioral economics, he researches how people can make better financial decisions. In Germany, he is known for his book Financial Wellbeing and appearances in media such as Stern and podcasts such as Alles auf Aktien.
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Feb 16, 2024 | 
fa-mag.com | Daniel Crosby
While humans often consider themselves superior to other beings on Earth, this status in the animal kingdom has its drawbacks. Our capacity for complex thought also means we are uniquely skilled at self-deception and harboring irrational thoughts, more so than any other species on the planet.
The resulting quirks we possess as a species have been categorized into a wide array of cognitive biases.
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Jan 31, 2024 | 
podcasts.apple.com | Daniel Crosby
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller.
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Dec 19, 2023 | 
dwealth.news | Daniel Crosby
By Daniel CrosbyKnowing what to do isn’t difficult. The problem is doing it. When the market goes haywire or a client’s financial life is jolted by one of life’s unanticipated surprises, how do you help them stick to their plans? Their long-term goals might seem very far away in the heat of a difficult moment.
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Dec 11, 2023 | 
fa-mag.com | Daniel Crosby
As a child growing up in Huntsville, Alabama in the 1980s, I was surrounded by a number of friends whose parents were involved with the space program. Ever since, I have maintained a childlike wonder toward the shuttle program. However, I recently learned something about those early missions that offered a powerful analogy to some of my work in the world of behavioral finance.
At the time of the first shuttle missions, scientists in the program were facing a challenge.
