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.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
By James J. GreenCurrent Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.
April 09, 2015
CFTC Promotes SmartCheck Week to Fight Financial FraudWhy investors should do background checks on the people they invest with.
April 08, 2015
Ex-NFL player accused of Ponzi scheme: SECA former New England Patriot and a partner are accused of bilking investors who thought they were funding loans to pro athletes.
April 08, 2015
NAPFA, Take 2: Just Say ‘No’ to PoliticsThe response to my suggestion that NAPFA not get involved with protesting Indiana's law graphically illustrates my point.
April 08, 2015
Best Finance Tweets of the Month: March 2015What Klingons and the Fed have in common, and what Hemingway would say about sovereign debt crises.
April 07, 2015
Q1 Earnings Outlook: Grim Overall but Not for FinancialsFirst-quarter earnings are expected to suffer the biggest decline in more than five years, but financial company earnings are forecast to rise.
April 07, 2015
Financial Freedom Fighters: Moving From Income to WealthPlanner Deborah Owens is helping women and minorities adjust to the "new financial normal," where much financial responsibility lies on them.
April 06, 2015
Dear Future Me: Please Listen!None of us is going to defeat Father Time, so send a message to your future self before your mind someday slips.