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.
Dear Future Me: Please listen!
By Bob SeawrightWe all like to think were highly competent and desperately want to maintain our independence, even throughout old age.
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.
April 06, 2015
Cetera Grabs Ex-Advisor Group COO to Lead OperationsIndustry veteran David Ballard switches firms to work with his former boss Larry Roth in Los Angeles.
April 06, 2015
Top 10 Smartest States for Financial Literacy: 2015Residents in these locales have a head start on planning and saving, according to WalletHub.com.