The Psychology of Sustainable Investing (and Why You Should Care)
Hint: It’s not very different from other types of investing, but avoiding clients' multiple reasons to invest for sustainability isn't a formula for success.
Understanding the Expressive Benefit of Investing
Investments always have an expressive component to investors, and drive some investors more than others.
Why Don’t Investors Stay True to Their Principles? Think Self-Deception
Amid volatile markets, the temptation to stray is particularly intense, but behavioral finance's insights show how to buck this self-defeating trend.
Common Investment Goals
Here are some common goals that investors have.
Surprise! Investors Often Don’t Know What Their Goals Are
Behavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
To Dig Deeper
Please see these research articles for more information on behavioral finance.
Why Clients Don’t Take Your Advice
Think you aren’t persuasive enough? Think your clients aren’t smart enough? It might just be how we’re all wired.