Grow your business by asking simple, emotional questions
Taking the time to learn about how your clients respond to their investment decisions will allow you to find more efficient ways to communicate.
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.
6 Keys to Investment Success: T. Rowe’s Brian Rogers Reflects
As Rogers prepares to retire in March, he shares the investment lessons he’s learned during 35 years at T. Rowe Price.
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.
Markets and Pundits Have a Data-Point Fixation
People often seem to overlook the weaknesses in data. I see this often in the financial community, and among presidential poll watchers.
Answering the Hardest Question in Economics
Do low interest rates cause inflation, deflation or neither?
How Advisors Can Turn Market Volatility Into a Positive
Some answers to this critical question—What does an advisor need to do during volatile times to keep clients invested?—while showing your superiority over robo-advisors.
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.