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Overview

Even the smartest people overlook their own biases and behaviors to negatively affect their investment outcomes. And although the approach to risk is the most important topic in investing, it is not simple or intuitive. In this presentation — part of the “Wealth Management in Practice” discussion series — Morgan Housel will explore the psychology of investing, offer ways to avoid behavioral pitfalls, and provide insights about how you and your clients can think about risk in a more productive way to make better investment decisions.

This webinar is part of the Wealth Management in Practice series.

About the Speaker(s)

Morgan Housel
Morgan Housel

Morgan Housel is a partner at the Collaborative Fund. Previously, he was a columnist at the Wall Street Journal and the Motley Fool. Mr. Housel is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, a New York Times Sidney Award recipient, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism.

Blair duQuesnay, CFA
Blair duQuesnay CFP, CFA

Blair duQuesnay, CFA, is an investment advisor at Ritholtz Wealth Management and a member of the firm’s investment committee. She is an active financial commenter whose writing has been published in The New York Times and on her personal finance blog, The Belle Curve. Ms. duQuesnay has spoken at the CFA Institute Annual Conference, Morningstar Investment Conference, and CFA Institute Wealth Management Conference. She is also a former president of CFA Society Louisiana, where she continues to serve on the board. Ms. duQuesnay holds a BBA degree in finance from the University of Georgia.