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.
Focus on the 'right' objectives
By Norm TrainorMany financial advisors tell me that they suffer from sleep disorders. I too have experienced disruptive sleep patterns since my childhood. Often, I will wake up at 3 or 4 a.m. and have difficulty getting back to sleep. My mind just will not rest as
July 21, 2008
GLBT members uncomfortable in financial planning environmentA new Harris Interactive survey reveals members of the gay, lesbian, bisexual and transgender community are not as comfortable in the current environment provided by...
July 20, 2008
Big Boomer Decision: Who To Choose For My POA?Deciding whom to name as power of attorney, executor and possibly trustee is something that baby boomers are finding they need to do.Guess who is ...
July 20, 2008
Big Boomer Decision: Who To Choose For My POA?Deciding whom to name as power of attorney, executor and possibly trustee is something that baby boomers are finding they need to do.Guess who is ...
July 18, 2008
Misunderstanding Mac, Mae and MurphyI'm getting hammered for my fatalistic attitude about the credit and housing crunch. One reader called me a fatalist and a narcissist (of course; that's...
July 15, 2008
Stathis To Head Kehrer-LIMRALIMRA International has named Scott Stathis chief operating officer of Kehrer-LIMRA.Kehrer-LIMRA is the bank brokerage research and consulting arm of LIMRA International, Windsor, Conn.Stathis has ...
July 07, 2008
Principal Backs Disaster FundAn Iowa insurer is trying to help its home state recover from the recent flooding.Principal Financial Group Inc., Des Moines, Iowa, has pledged $1 million ...
July 01, 2008
Financial jargon confuses AmericansAdvisors know they operate in a sometimes difficult-to-understand industry, with its specialized products and the language that surrounds them. The average American doesn't understand all of the lingo that pervades the financial services