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.
Here's How Much It Takes to Be Wealthy vs. Feel Wealthy: Schwab
By Michael S. FischerNearly half of Americans say they feel wealthy, according to a new survey.
June 02, 2023
Suze Orman: 'People Are So Scared Right Now'The bestselling author tells ThinkAdvisor why emergency savings are crucial and why she sold most of her stocks.
May 30, 2023
Financial Stress Hits These Households Hardest: StudyFinancial stress leads to a scarcity of cognitive resources that pushes people into a counterproductive state of tunneling.
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 23, 2023
Clients Hate This Popular Investing Strategy, Vanguard Researcher SaysOne reason clients need advisors: Logic from elsewhere in life doesn't always work in investing, Fran Kinniry tells ThinkAdvisor.
May 22, 2023
Game Theory Offers Clue to Market Calm Amid Debt ImpasseThe U.S. is hurtling toward default. So why is the S&P 500 near a nine-month high?
May 18, 2023
This 'Big 5' Personality Trait Is Linked to Wealth, New Research ShowsA growing body of research suggests certain personality traits can either help or hinder wealth accumulation.
May 10, 2023
8 Reasons Advisors Are Worth Their Fees: RussellRussell Investments lays out, with plenty of numbers, how advisors can give clients what they pay for.