Becoming a "Vulcan" Investor
Michael and David look at emotions and decision-making in financial planning.
Authors

Michael Finke
PhD, CFP®

David Blanchett
PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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View DetailsNovember 06, 2020
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® contemplate how emotional reaction to market trends can cause mistakes in planning in this episode of our Wealth, Managed Podcast. They'll talk about how to work with clients to offset emotion-based perceptions of market conditions, and whether it's truly possible to become a "Vulcan" investor in today's environment.
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