Dr. Ashvin Chhabra - Mastering Mental Accounting: Strategies to Enhance Investor Decision-Making

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? http://www.aspirationalinvestor.com Compliance Code: 1118-OAS-6/27/2022