[BOOK][B] Behavioral finance and investor types: managing behavior to make better investment decisions

MM Pompian - 2012 - books.google.com
… Michael Pompian graciously asked me if I would write this Foreword and, in a blink, I agreed.
Why? Because the investing pond is full of investors who need to take the hook Michael is …

[BOOK][B] Behavioral finance and wealth management: how to build investment strategies that account for investor biases

MM Pompian - 2012 - books.google.com
… "Pompian is handing you the magic book, the one that … Michael Pompian moves our
profession forward by proposing a … Michael Pompian's work provides a framework to understand …

[PDF][PDF] Using behavioral investor types to build better relationships with your clients

MM Pompian - Journal of Financial Planning, 2008 - sunpointeinvestments.com
Contributions way that I now refer to as “bottom-up.” This means that for an advisor to diagnose
and treat behavioral biases, he or she must first test for all behavioral biases in the client, …

Incorporating behavioral finance into your practice

MM Pompian, JM Longo - Journal of Financial Planning, 2005 - search.proquest.com
Irrational investor behavior is commonly observed by wealth management practitioners
when creating and administering investment solutions for their private clients. Many advisors …

[PDF][PDF] Risk tolerance and behavioral finance

MM Pompian - Investments and Wealth monitor, Boston, 2017 - sunpointeinvestments.com
Clients may tell advisors that they have certain risk appetites and risk capacities. But do the
advisor and the client agree on what is meant by risk? How much known risk and how much …

Behavioral Finance and Wealth Management: How to Build Optimal Portfolios for Private Clients

MM Pompian, AS Wood - 2006 - library.perbanas.ac.id
… "Pompian is handing you the magic book, the one that reveals your behavioral flaws and
shows you how to avoid them. The tricks to success are here. Read and do not stop until …

[BOOK][B] Advising Ultra-Affluent Clients and Family Offices

MM Pompian - 2009 - books.google.com
… This is why Michael Pompian provides such a unique perspective in Advising Ultra-Affluent …
Michael Pompian articulates a clear and insightful roadmap which outlines the process, …

[CITATION][C] A new paradigm for practical application of behavioral finance

MM Pompian, JM Longo - The Journal of Wealth Management, 2004 - cir.nii.ac.jp
Pompian

[PDF][PDF] Behavioral Finance and Investment Processes

MM Pompian, CML CFA - CFA® Program …, 2011 - s3.ap-south-1.amazonaws.com
… However, the approach suggested by Pompian differs from some of the earlier approaches.
This section will review the basics of developing investment plans that incorporate …

Behavioral finance and the coronavirus bear market

MM Pompian - The Journal of Wealth Management, 2020 - search.proquest.com
On March 11, 2020, COVID-19 was declared a global pandemic, and by March 20, US and
global equity markets had officially moved into a “bear market” state following losses of more …