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.
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really Work
By John ManganaroRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
July 02, 2023
Wall Street's 'Crystal Ball' Shatters as Stocks Stage Big Rally"Bears make you smart — but bulls make you money," said BMO Capital Markets' Brian Belski, who just raised his end-year S&P 500 target.
June 29, 2023
Use a 'Human-Centric' Approach to Improve Your Bottom LineApplying financial psychology enables advisors to introduce "the human side of money," Preston Cherry tells ThinkAdvisor.
June 13, 2023
Here's How Much It Takes to Be Wealthy vs. Feel Wealthy: SchwabNearly half of Americans say they feel wealthy, according to a new survey.
June 08, 2023
Yale Prof: Why Wealthy Clients Chase Performance; What Personal Finance Gurus Get RightJames Choi discusses his studies on how millionaires invest and how popular authors' advice stacks up against professors'.
June 08, 2023
3 Client Beliefs That Can Trip Up AdvisorsThese common cultural beliefs can be stumbling blocks in conversations with clients and prospects.
June 02, 2023
Suze Orman: 'People Are So Scared Right Now'The bestselling author tells ThinkAdvisor why emergency savings are crucial and why she sold most of her stocks.
May 30, 2023
Financial Stress Hits These Households Hardest: StudyFinancial stress leads to a scarcity of cognitive resources that pushes people into a counterproductive state of tunneling.