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.
How to Help Nervous Clients Now
By Andrew AzizInvestors don't want wishy-washy conversations about the markets; they want to stress test their portfolios.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 20, 2022
'Full Capitulation' Could Mean Opportunity KnockingIt's hard to be positive about the current outlook, but news about optimistic earnings forecasts might go a long way.
July 19, 2022
BofA Survey Shows Full Investor Capitulation Amid PessimismInvestor allocation to stocks plunged to levels last seen in October 2008 while exposure to cash surged to the highest since 2001.
July 18, 2022
How a Longtime Financial Advisor Invests in Crypto, Counsels ClientsThere are many intriguing implications of the use of digital assets, Jeffrey Janson, CFP, tells ThinkAdvisor.
July 15, 2022
Financial Resilience Grew Last Year Despite COVID-19: StudyPandemic-related enhanced unemployment benefits and stimulus payments may account for some of the improvement, FINRA said.
July 14, 2022
Here's How Much Poorly Timed Trades Cost Fund Investors: MorningstarBuying and holding or making regular investments should help investors narrow the gap, Morningstar says.
June 23, 2022
JPMorgan Says Retail Investors Are Finally Bailing on StocksSentiment is finally cratering with losses piling up in investors' favorite stocks and cryptocurrencies, says JPMorgan strategist Peng Cheng.