---
product_id: 7168660
title: "Personal Benchmark: Integrating Behavioral Finance and Investment Management 1st Edition"
brand: "charles widgerdaniel crosby"
price: "184.71 DT"
currency: TND
in_stock: true
reviews_count: 8
url: https://www.desertcart.tn/products/7168660-personal-benchmark-integrating-behavioral-finance-and-investment-management-1st-edition
store_origin: TN
region: Tunisia
---

# Personal Benchmark: Integrating Behavioral Finance and Investment Management 1st Edition

**Brand:** charles widgerdaniel crosby
**Price:** 184.71 DT
**Availability:** ✅ In Stock

## Quick Answers

- **What is this?** Personal Benchmark: Integrating Behavioral Finance and Investment Management 1st Edition by charles widgerdaniel crosby
- **How much does it cost?** 184.71 DT with free shipping
- **Is it available?** Yes, in stock and ready to ship
- **Where can I buy it?** [www.desertcart.tn](https://www.desertcart.tn/products/7168660-personal-benchmark-integrating-behavioral-finance-and-investment-management-1st-edition)

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- charles widgerdaniel crosby enthusiasts

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- Trusted charles widgerdaniel crosby brand quality
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## Description

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## Images

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## Customer Reviews

### ⭐⭐⭐ 







  
  
    I found this book to contain useful information. However
  

*by J***N on Reviewed in the United States 🇺🇸 on January 5, 2015*

Overall, I found this book to contain useful information.  However, I think it could have been a much better book.  The topic of "goals based wealth management" is evolving and I had hoped to further both my theoretical and practical knowledge as the book was co-authored by an investment executive and a psychologist.  The chapters authored by Dr. Daniel Crosby were excellent.  His discussion of the behavioral failings of Modern Portfolio Theory and how a goals based strategy could overcome some of those shortfalls was very beneficial.  On the other hand, the chapters authored by Chuck Widger read like an "infomercial" for his company, which he mentioned in at least every other sentence.  Quite frankly, I am surprised that an editor at Wiley allowed the book to be published this way.  It was very tireing and completely subtracted from what he had to say.  If he could have talked about his concept of the "Personal Benchmark" without trying to sell his company's program it would have been much more informative and readable.  Also, you would think that his company invented the idea of multi-asset class investing and is the only company pracicing it.  More likely, his company copied a major investment firm like Morgan Stanley.Bottom line:  a useful book that could have been much better.

### ⭐⭐⭐ 







  
  
    I can really invest that way?
  

*by M***R on Reviewed in the United States 🇺🇸 on November 1, 2014*

The idea for this book originated during a discussion of investments.  The author's friend of some 55 years, Rick, saved and invested for his whole adult life---but wasn't happy with the end result.  As most investors, he wanted low volatility with a high return. In August of 2010, the author advised to go with Brinker Capital Destinations Defensive at 70 percent and Destinations Moderate at 30 percent.  In May of 2011, though, chuck advised his friend to change to Destinations Conservative at 35 percent, Destinations Moderate at 30 percent and Crystal Strategy I at 35 percent.This is more than a story of two long time friends, however.  Much investment advice is shared. The section on  " A Behavioral View of Finance puts investing in a whole new realm., looking at it from a behavioral standpoint.

### ⭐⭐⭐⭐⭐ 







  
  
    Addresses the psychology behind our most common biases while providing tangible solutions
  

*by J***D on Reviewed in the United States 🇺🇸 on January 5, 2015*

As a wealth advisor and CFP®, I truly believe the next evolution of the financial planning and advice business is understand and addressing the "why" behind the decisions that we and our clients make.  Personal Benchmark is one of the first works I've come across that not only explains the biases that we have, but also provides some tangible solutions to addressing them.If you're a fan of behavioral finance (and even the emerging field of financial therapy) Dr. Crosby is probably someone you've read and followed for a while.  If you haven't spent much time reading through his work, Personal Benchmark is a great introduction to not only the theory and and psychology behind the most impactful biases we have, but also to the solutions that can help advisors and investors harness them for the better.

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*Product available on Desertcart Tunisia*
*Store origin: TN*
*Last updated: 2026-10-01*