# Daniel Crosby
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The daniel crosby House is a historic house located at 18 Bay Street in the Osterville village of Barnstable, Massachusetts.
== Description and history ==
Built c. 1790, it is a 1-1/2 story "half Cape" (three bays wide), with a side entry and chimney.
Behavioral Finance and Better Investment Decisions with Devin Ekberg, CFA, CPWA, CIMA (Ep. 103)
Have you ever wondered why making good financial decisions can feel so difficult, especially when markets become uncertain?
Even experienced investors can find emotions influencing their decisions during uncertain markets.
In this episode, Robert Curtiss welcomes Devin Ekberg, Senior Vice Pres...
You Are the Only Thing Your Competitor Can't Copy
Most firms build sales first and bolt on marketing later. Potomac did the opposite, and it took them from $140 million to $5 billion in assets.
In this episode of the Conquer Risk Podcast, CMO Christopher Norton joins Dr. Daniel Crosby to flip the script and break down why Potomac started wit...
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
Tune in to hear:
Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
How can we get investors and advisors to “b...
How Psychology Influences Financial Decisions: Understanding the Emotional Side of Money (Ep. 26)
Your past experiences, emotions, beliefs, and mindset can have a powerful influence on how you spend, save, invest, and make financial decisions, even when the numbers seem straightforward.
In this episode, Jamie Hopkins and Kate Duffy explore the growing field of financial psychology, examining...
Matt Halloran - Shut Up and Listen
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If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be?
What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important i...
The Perfect Portfolio (EP.275)
Get your copy of The Perfect Portfolio here
"The Perfect Portfolio gives investors of all stripes a useful, dynamic framework to guide them toward long-term success." ―Matt Mendelsohn, Chief Investment Officer, Yale University
"Peter Lazaroff has spent years helping clients reach their fi...
John Crawford IV - The Case for Value and Dividend Investing: Building Wealth, Income and Resilience
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What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?
How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost...
Ryan Eisenman - Making Private Markets More Accessible
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What did Ryan see about the way people were managing private investments that made him think his company Arch needed to exist?
How does Ryan think the constant feedback and news around public markets affects investors and can the relative quiet of private markets give us a ...
The Three Demons of Overconfidence - E153
Jesse explores the three "demons of overconfidence" that can quietly undermine investing and retirement decisions: overestimating our own skill, believing we are luckier than average, and assuming we are better at predicting the future than we really are.
Looking for a financial planner? → Plan...
Dr. Daniel Crosby - The Psychology of Sports Betting and Investing: How Gambling Culture Reshapes Retail Investor Behavior and What Advisors Should Do About It
Tune in to hear:
What did Betterment’s 2026 Retail Investor Survey uncover about Gen Z investors and sports betting and why is this finding so significant?
Do Gen Z’s financial prospects look more promising than Gen X and the millennials, according to the data? Are they more or less likely...
