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Episode Description:

Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and investment decisions. Prior to joining Betterment in its early years, Dan spent six years as a Behavioral Finance Specialist for Barclay’s Wealth Management Division. He is a graduate of Boston University and the London School of Economics and lectures at New York University, the London Business School, and the London School of Economics.

Our conversation discusses how Dan has created evidence-based tools that improve outcomes for individual investors, ranging across tax-loss harvesting, rebalancing, client reporting, mental accounting, commitment mechanisms, and communication during turbulent market times. As he spoke, Dan had head my head spinning thinking about how institutions and individuals alike could implement quantitative tools in their investment processes to avoid known behavioral pitfalls during critical market moments.

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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.