Rating: Bogey

The subtitle is what really grabbed me… integrating behavioral finance and investment management. Could this be it? Something that can co-exist, the strong academic research the investment world has, along with the influx of technology and information? Sorry, no.

YES – this book has some clear and concise information on the behavior economics that result in most investors under-performing. But as most financial books do, it then veers off into self-propagandizing, confusing and financial pornography. In that same classic way that says they have some secret sauce that no one else does. Saying things like no one knows the future (except them), but calling their investment model Crystal Clear! It’s funny at some level; this is like their 250 page company brochure that is sure to make your eyes bleed.

I wish they could have kept the forward, intermixed a few other pages/quotes, and then did a deep dive on not only how poor behavior leads to under-performing in your investments, but also leads to under-performance in your overall planning and life!

What caught my eye: sometimes the most prudent action (in investing) is restraint