What Makes for a Smart Investor?

Investors tend to frame intelligence as an edge—the right analysis, the right company, some insight the market hasn’t fully priced in yet. That framing is understandable, but it conflates intelligence with wisdom, and in investing, the distance between the two is where most meaningful decisions get made. We put the question directly to our Investment […]

The Psychology of Money: From Biases to Better Decisions

A hedge maze with a dollar sign statue at the center, set against an orange background, symbolizes the twists and turns of financial decisions and the Psychology of Money.

Bellwether Investment Management recently featured Dr. Preet Banerjee, a neuroscientist-turned-financial expert, for an eye-opening client webinar on the psychology of money hosted by Bob Sewell, the firm’s founder and chairman.  His central message? We’re fighting against millions of years of evolution when it comes to making smart financial decisions. The evolutionary trap Dr. Banerjee opened […]