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.
Ask the Retirement Expert: Michael Finke on Rethinking the 4% Rule
By John ManganaroClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 11, 2023
10 Insights Into Teens and Money: FidelityA study shows that many teenagers say investing is important, but less than a quarter have started.
September 08, 2023
T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?Treasury bill returns are predictable with little risk, but longer-term bond returns are unpredictable and volatile.
September 07, 2023
Is Your Client a Money Worshipper, Avoider or Vigilante?Findings in a forthcoming paper can help advisors personalize their approach with clients.
August 28, 2023
5 Ways Young Adults Can Become Millionaires: Levine, JohnsonStarting early means adults can build wealth for comfortable lives, say Buckingham Wealth's Jeff Levine and Jeff Johnson.
August 28, 2023
Don't Blow It Like Buffett: Investing VIPs Share Their Biggest MistakesChristine Benz, Larry Swedroe and other investment strategists share missteps they've made and what they learned.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.