Louis Harvey Blog | Talkmarkets | Page 1
President at DALBAR, Inc.
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Founder and leader of Dalbar, Lou Harvey is relentless in the search for the forces that are shaping the world of financial services today, tomorrow and for years hence. Using Dalbar’s research capabilities, Lou Harvey seeks insights from inside and outside the industry to understand and ... more

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The Spectrum Of Fiduciary Risks
The knee-jerk panic about assuming fiduciary responsibility is largely derived from sweeping generalizations that are untrue in most cases and exaggerated in many others.
Investment Crisis Management: It's Not Too Late
The Quantitative Analysis of Investor Behavior (“QAIB”) has chronicled the fact that investor’s reaction to market stresses are caused by psychological factors such as loss aversion, narrow framing, herding and media response.
How Retirement Advisors Really Add Value To 401(k) Plans
Most people believe that the value of the retirement advisor is the ability to enhance returns. But if that were true, there would be no asset allocation because that strategy deliberately reduces returns.
Using IPS To Deliver A Superior Standard Of Care
It stands to reason that prudent investing requires a prudently prepared investment policy statement (IPS). Such prudence requires that the investment expert act on available information in developing or recommending an IPS.
1 to 4 of 4 Posts