Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
How 4 Generations Are Preparing for Retirement
By Lynn CavanaughMany of the underlying assumptions and expectations about retirement planning differ across generations, according to a new Transamerica survey.
August 04, 2025
11 Mistakes Clients Make When Things Are Going WellWhen the market is high, they might start to forget that long-term investing requires discipline.
July 30, 2025
Are Annuity Buyers Gaming the System?Retirement researchers Michael Finke and David Blanchett find there are ways to maximize the value of state protections.
July 30, 2025
Fed Holds Interest Rates, Points to Slowing Economic ActivityThe decision defies intense pressure from President Trump to cut rates. There were two dissents.
July 29, 2025
7 Signs Retirement Savers Are Losing ConfidenceHigher inflation isn’t the only cause of diminishing optimism in Americans’ retirement prospects, Schwab finds.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.
July 28, 2025
S&P 500 Rally Faces $11T of Big Tech Earnings"The bar is set pretty high," said Michael Arone, chief investment strategist at State Street.
July 27, 2025
Stocks Climb as Investors Brace for Big Tech EarningsMeanwhile, BofA strategists are warning about the rising risk of a bubble due to changes in monetary and other policies.