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.
Female Investors Are Disciplined, Patient and Willing to Take Risks: Survey
By Michael S. FischerThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 10, 2025
Josh Brown: Feels Like a 'Classic Bear Market'Thursday's selloff was the aftermath of a bear market bounce, the Ritholtz Wealth CEO suggests.
April 08, 2025
This Emerging Planning Technique Is Tailor-Made for Worried RetireesTo give clients peace of mind, stress-test their portfolio against a past market crisis, Derek Tharp suggests.
April 08, 2025
401(k) Trading Spikes on Tariff ShockActivity on Monday was 10 times its average level, according to Alight Solutions.
March 11, 2025
Dave Ramsey and Suze Orman Aren't Your Retirement Planning Friends: AuthorPlanner David McKnight, author of "The Guru Gap," discusses what financial celebrities get wrong.
March 07, 2025
To Change Your Clients’ View of Retirement, Stop Using This PhraseThe same plan can feel very different to clients based on its presentation, Michael Finke and Michael Kitces say.
March 05, 2025
What a Broken Dishwasher Can Teach You About Engaging ContentThe optimal way to communicate depends on what needs to be said; form should indeed follow function.
March 05, 2025
How to Personalize and Scale Full-Spectrum Financial PlanningOn March 13, learn how to deliver tailored client experiences while maintaining the efficiency needed for growth.