INTELLIGENT DECISION MAKING
Why Smart People Do Stupid Things
Learn how to address your own financial dysfunction to make better financial decisions
– Bert Whitehead, MBA, JD
MEET BERT WHITEHEAD
Bert helps us analyze our core beliefs (financial dysfunctions) that may be blocking our path to financial peace of mind. Then he explains how we must base our financial decisions on endogenous factors (e.g., our stage of life, occupation, marital status) rather than on the exogenous factors (e.g., world affairs, interest rates) touted by financial gurus and pundits in the media.
He developed Functional Asset Allocation (FAA) for use in diversifying asset classes for real people, which includes real estate. In contrast to modern portfolio theory, FAA integrates holistic fee-only financial planning for all of us who must work for a living and accumulate and invest sufficient capital to fund our own retirement.