Join the NAPFA NEMA Region for a free, live virtual discussion with Morgan Housel, author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people. Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In this talk, Morgan Housel shares four stories that show we can think about risk in a more productive way that helps investors make better decisions for themselves and their clients.