President at DALBAR, Inc.
Contributor's Links: Dalbar

Founder and leader of Dalbar, Lou Harvey is relentless in the search for the forces that are shaping the world of financial services today, tomorrow and for years hence. Using Dalbar’s research capabilities, Lou Harvey seeks insights from inside and outside the industry to understand and ... more

ALL CONTRIBUTIONS

The Spectrum Of Fiduciary Risks
The knee-jerk panic about assuming fiduciary responsibility is largely derived from sweeping generalizations that are untrue in most cases and exaggerated in many others.
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Investment Crisis Management: It's Not Too Late
The Quantitative Analysis of Investor Behavior (“QAIB”) has chronicled the fact that investor’s reaction to market stresses are caused by psychological factors such as loss aversion, narrow framing, herding and media response.
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How Retirement Advisors Really Add Value To 401(k) Plans
Most people believe that the value of the retirement advisor is the ability to enhance returns. But if that were true, there would be no asset allocation because that strategy deliberately reduces returns.
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Using IPS To Deliver A Superior Standard Of Care
It stands to reason that prudent investing requires a prudently prepared investment policy statement (IPS). Such prudence requires that the investment expert act on available information in developing or recommending an IPS.
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STOCKS I FOLLOW

AAPL Apple Inc.
AGG iShares Lehman Aggregate Bond Fund
AMZN Amazon.com Inc.
BAF BlackRock Municipal Income Investment Quality Trust
CAT Caterpillar Inc.
EBAY eBay Inc.
ETSY Etsy Inc.
FWM Fairway Group Holdings Corp.
GE General Electric Company
GM General Motors Company
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
ICF iShares Cohen & Steers REIT
JPM JPMorgan Chase & Co.
MSFT Microsoft Corporation
OCR Omnicare Inc.
REZ iShares FTSE NAREIT Residential Index Fund
SCHH Schwab US REIT ETF
SPY SPDR S&P 500
TSLA Tesla Motors Inc.
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PERSONAL BLOG

Latest Posts
The Erosion And Recovery Of Advisor Reputation
Financial advisors face reputation erosion driven by damaging generalizations by the consumer media, consumer advocates, regulators and a history of scandals.
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Work Experience

President & CEO
Dalbar, Inc.
May 1976 - Present (41 years 6 months)

Founder and leader of DALBAR, Lou Harvey is
relentless in the search for the forces that are
shaping the world of financial services today,
tomorrow and for years hence. Using DALBAR’s
research capabilities, Lou Harvey seeks
insights from inside and outside the industry to
understand and anticipate changes in
customers needs and the ways products are
distributed.

Education

Publications