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.
6 Keys to Guiding Families Through Financial Caregiving
By Sarah WotherspoonIn high-net-worth families, decisions involve not just money but privacy, control, family dynamics and legacy.
February 04, 2026
'Solo Agers' Need More SupportMuch of the U.S. financial services infrastructure is designed around shared resources or informal caregiving.
February 04, 2026
4 Tips for Advisors to Stand Out: MorningstarThey must build trust and act as partners, the researcher suggests, not simply focus on returns and risk.
January 28, 2026
5 Steps to Help Clients Through Retirement DecumulationAs investors move from their working years, the planning challenge changes dramatically — and so do the risks.
January 22, 2026
Why Retirees Are Afraid to Spend, and How Advisors Can Fix ItAsk retirees why they hesitate to spend, and you'll hear some familiar concerns.
January 21, 2026
What Taylor Swift Had That MC Hammer Didn't: Good Financial AdviceAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 15, 2026
How to Calm Clients' Fears of Social Security's DemiseFinancial professionals need to step in to quell very real concerns.