Investing is not just the study of finance — it's the study of how people behave with money. And because it's the study of human behavior, it incorporates lessons and rules from all kinds of other fields, including psychology, sociology, history, and politics. This presentation uses five true stories, which have nothing to do with investing, to show how people think about risk and how investors can make better-informed decisions with money.
Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers, the New York Times Sidney Award, a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism, and the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award
THIS PRESENTATION IS IN CONJUNCTION WITH THE CFA SOCIETY OF PROVIDENCE AND WILL TAKE THE PLACE OF OUR TYPICAL CHAPTER MEETING.
THERE IS NO CHARGE FOR FPA MEMBERS (Non-members are welcome - $25)
This session has been approved for 1 CFP credit!
Wednesday, November 13, 2019
Business Transition Planning