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.
Asset Protection Tops Portfolio Growth in New Advisor Survey
By John ManganaroAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
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.
August 16, 2023
Get Ready for a Fall Market Pullback, Baird Strategist Warns AdvisorsRoss Mayfield tells ThinkAdvisor what advisors should (not) do and how he's answering clients' biggest questions right now.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.