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.
10 Financial Planning Curveballs Clients Might Throw in 2022
By Bryce SandersAs the world changes, so do clients' plans. Don't let these new concerns take you by surprise.
December 08, 2021
Jeffrey Gundlach's Top 10 Predictions for 2022The stock market faces "rougher waters" as the Fed aims to speed up the end of quantitative easing and then raise interest rates, he says.
December 07, 2021
What 11 Industry VIPs Are Reading Right NowRic Edelman, Liz Ann Sonders and a host of other financial experts share the titles of books (and one podcast) they recommend.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
December 02, 2021
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's EndWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.