Dr. Ashvin Chhabra - Mental Accounting for Improved Investor Behavior

Standard Deviations with Dr. Daniel Crosby

Tune in to hear:

- What does Ashvin propose as a better measure of investor success above risk adjusted returns?

- What are the two main reasons why we invest? Ashvin thinks that, with a traditional portfolio, we will be disappointed with at least one of these two dimensions at any given moment - why is this the case?

- What is the three-tiered investment approach that Ashvin came up with and how does it help ameliorate some of the disappointment implicit in investing?

- How does this bucketing approach help clients in both bear and bull markets?

- How does everything we’ve discussed today, with respect to the wealth allocation framework, improve investor behavior?

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