Trading Insights Worth Remembering

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Write a Letter That's Like Comfort Food for Clients

Spend the time to put down in words your incremental strategy for navigating through these uncertain times and explain how you'll take advantage of opportunities you expect when conditions start to shift. You'll set the stage for meaningful conversations with clients and build trusting relationships.

How the Brain Works in Relation to Investing or Trading

Our mind functions differently when making investment and trading decisions. So we need to avoid investing with a trading mentality or trading with an investment mindset. Using controlled processes to make investment conclusions and automatic processes for trading decisions will produce far better outcomes for your clients and your own personal wealth.

What's Really Behind Short-Term Market Movements?

How do people with the shortest-term market orientation and the largest pools of money approach the markets that they trade? These insights from Steven Drobny's Inside the House of Money answer this question—and will enhance your investment knowledge and client conversations, as well.