In Personal Benchmark: Integrating Behavioral Finance and Investment Management, Chuck Widger and Dr. Daniel Crosby outline the ways in which a program of embedded behavioral finance, fueled by what matters most to you, can be your protection against irrational financial behavior. Along the way, you'll learn how to improve your investment experience, increase returns formerly sacrificed to misbehavior, and worry less about "The Economy" as you become increasingly focused on "My Economy."
Welcome to a new way of investing, a new paradigm for conceptualizing wealth, and a system of turning emotion from your portfolio's worst enemy into its best friend!
In this new model, risk is simply the likelihood that we will underperform our dreams. Irrationality is acting in ways that thwart our ability to reach those dreams. And the optimal portfolio is not the one that generates the highest return in abstraction, it is the one that helps us meet our goals without killing our nerves before we get there.

This book gives advisors the tools needed to effectively communicate the design and execution of the Personal Benchmark solution.

在《个人基准：整合行为金融学和投资管理》一书中，查克•威德格和丹尼尔•克罗斯比博士概述了一个嵌入式行为金融学项目如何保护你免受非理性金融行为的影响，该项目由对你最重要的因素推动。在这一过程中，你将学习如何改善你的投资体验，增加以前因行为不端而牺牲的回报，并随着你越来越关注“我的经济”而减少对“经济”的担忧
欢迎来到一个新的投资方式，一个新的财富概念化的范例，一个将情感从投资组合的最大敌人变成最好朋友的系统！
在这个新模型中，风险仅仅是指我们将无法实现梦想的可能性。非理性行为阻碍了我们实现这些梦想的能力。最佳投资组合并不是在抽象上产生最高回报的投资组合，而是帮助我们在达到目标之前不伤脑筋地实现目标的投资组合。
本书为顾问提供了有效沟通个人基准解决方案的设计和执行所需的工具。