For more than two years we’ve experienced a range of economic emotions, many of them familiar but with new-to-us inputs that cause us to pause and wonder, “Maybe this time, the outcome will be different.” As disciplined investors, managing our emotions will always be one of our most important jobs.

Housel’s bestselling book—The Psychology of Money: Timeless lessons on wealth, greed, and happiness—is a collection of short stories that explores the ways people think about money and Housel’s belief that doing well with money isn’t necessarily about what you know. It’s about how you behave.

Amid continued economic uncertainty, we’re delighted to invite you to a virtual event with acclaimed speaker, author, and behavioral finance expert Morgan Housel. The event, hosted by our integrated wealth management team, will take place on Thursday, September 15, at 7 p.m. Central on Zoom.

If you have any questions, please contact our team.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation

Please see additional IMPORTANT DISCLOSURE INFORMATION.