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.
Using Monte Carlo in Financial Planning: The Assumptions
By Mike PattonWhen creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
![Survey flags top 3 wealth protection concerns [Infographic]](https://images.touchpointmarkets.com/cdn-cgi/image/format=auto,fit=contain/https: "Survey flags top 3 wealth protection concerns [Infographic]")
September 24, 2014
Survey flags top 3 wealth protection concerns [Infographic]Only 15 percent of the M.O.O.D. survey respondents say theyre very prepared to protect their wealth.
September 23, 2014
CFPB Should Boost Consumer Data Protections: GAORepublican lawmakers say that the CFPB is overstepping its boundaries with "unwarranted" and "unwelcome" intrusion into personal consumer information.
September 23, 2014
Market highs, rising home prices boost financial confidenceBankrate.com's Financial Security Index has been over 100 in seven of the first nine months of 2014.
September 23, 2014
Market highs, rising home prices boost financial confidenceBankrate.com's Financial Security Index has been over 100 in seven of the first nine months of 2014.
September 19, 2014
Answers to 5 questions posed to NAIFA’s independent advisorsThis infographic spans much discussed regulatory, political and practice topics that are top-of-mind for advisors.
September 11, 2014
The Biggest Lie of the New CenturyThe claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
September 10, 2014
What Would Scottish Secession Mean for Investors?Moshe Milevsky, Niall Ferguson and Axel Merk comment on the economic damage, as well as potential investor opportunity, implied by Scotland's independence vote.