Author Archives: Paul McCaffrey
Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.Smarter Decisions in Uncertain Times: Insights from Annie Duke and Morgan Housel
Investors should keep three things in mind when planning for the future amid so much uncertainty Read More
Build the Perfect Financial Services CV with these 11 Resume Tips
Hiring managers think more than 80% of CVs are not fit for purpose. Learn how to do better. Read More
Ronald N. Kahn: Seven Trends in Investment Management
BlackRock’s Ronald N. Kahn says big data is neither a gimmick nor a guarantee of success for the challenges confronting active management. Read More
Daniel Kahneman on Expertise, Bias, and the Investment Industry
Nobel laureate Daniel Kahneman has four simple strategies for better decision making that can be applied to both finance and life. Read More
Why Everyone Hates Finance, and What to Do about It
“Finance is being demonized, and it’s being demonized because people don’t understand it,” Mihir A. Desai says. “If we want to stop demonization, we have to make it accessible.” Read More
Differentiate Yourself: Building a Client-Oriented Culture
What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More
Lie Detection in a Post-Truth World
“Everybody knows we are in a post-truth world,” deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. “People will tell you anything.” So what are the verbal and nonverbal clues indicating someone might be deceiving us? Read More
Mindfulness in the Age of Disruption
“It’s very easy for many of us to feel out of control,” said mindfulness expert Jeremy Hunter. “We live too much on gas pedal, too much on brake.” But there is a way to get back to what Hunter calls our “zone of resilience — a capacity to be calm.” The key to doing that is the practice of mindfulness. Read More
