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.
Is 'Mini Retirement' the Next Big Thing?
By Michael S. FischerNot many Americans, MassMutual finds, have taken an extended break to rest, reset or pursue personal passions or goals.
July 20, 2026
The Market Is Booming, but Consumers Are Unhappy. What Gives?Ritholtz Wealth CEO Josh Brown shared thoughts on the "utter disconnect" between S&P performance and the view from Main Street.
July 20, 2026
PRO
Some Gen X Retirement Savers Face Extra Longevity RiskThey could live to 100, and so could their spouses. But wait, there's more.
July 16, 2026
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: SurveyOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.
July 13, 2026
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles SayA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.