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.
3 Client Beliefs That Can Trip Up Advisors
By Leslie HeffernenThese common cultural beliefs can be stumbling blocks in conversations with clients and prospects.
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 23, 2023
Clients Hate This Popular Investing Strategy, Vanguard Researcher SaysOne reason clients need advisors: Logic from elsewhere in life doesn't always work in investing, Fran Kinniry tells ThinkAdvisor.
May 22, 2023
Game Theory Offers Clue to Market Calm Amid Debt ImpasseThe U.S. is hurtling toward default. So why is the S&P 500 near a nine-month high?
May 18, 2023
This 'Big 5' Personality Trait Is Linked to Wealth, New Research ShowsA growing body of research suggests certain personality traits can either help or hinder wealth accumulation.
May 10, 2023
8 Reasons Advisors Are Worth Their Fees: RussellRussell Investments lays out, with plenty of numbers, how advisors can give clients what they pay for.
May 08, 2023
The Potential Case for FOMO InvestingPeople are not all utility-maximizing robots, and portfolio strategies need to account for that.
May 04, 2023
The Investing Strategies That Can Lead to 'Financial Freedom'One good strategy is "over-rebalancing," HumbleDollar founder Jonathan Clements tells ThinkAdvisor.