The Market Is Ambiguous. Does Your Investment Strategy Need to Be?
Since yesterday’s winners are so frequently tomorrow’s disappointments, three suggestions for keeping your clients invested regardless.
Michael Lewis’ Portrait of Two Men Who Changed the World
Lewis’ book on Amos Tversky and Daniel Kahneman is an introduction to behavioral economics thinly disguised as a biography of its two protagonists.
Everyone Knew Trump Would Win All Along
As an example of hindsight bias and how outcomes affect narratives, consider the presidential election.
The 10 Things We Fear in Markets
Just one example: If you allow your politics to interfere with your investing, you are likely to be disappointed by both.
Voya launch aims to improve retirement outcomes
On a mission: The new Voya Behavioral Finance Institute for Innovation seeks to improve retirement outcomes by examining how individuals make financial planning decisions.
When Outrage Clouds Political Judgment, in UK and Beyond
Sure, the U.K. had an intense debate about what would happen if the country left the EU, but many voters were simply outraged, and wanted to register that fact.
Using Behavioral Finance to Help Clients Discover Goals and Set Priorities
Using techniques born out of behavioral finance, Morningstar’s Sarah Newcomb provided insights to help advisors help clients.
How behavioral economics will improve your practice
Listen and learn how behavioral economics is crucial to more productivity and happier clients.
Economist to LTCI agents: Stop educating
A former John Hancock product development director says stories alone work much better than statistics.
How to battle irrational financial behavior
Knowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.