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.
What Your Clients Don't Know About Longevity Could Hurt Their Retirement
By Michael FinkeMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 06, 2023
The Case for Putting a Bonus Into a 401(k)Stocks are cheap and contribution limits have jumped, making 2023 a great time to invest that annual payout for the long term.
January 05, 2023
FPA Has a New PresidentThe new leader, Jamie Lee, is also head of Lee Investment Management in Saratoga Springs, New York.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
January 03, 2023
Monte Carlo Failures Aren't Plane CrashesDon't let your clients be misled by terrible analogies: Retirement planning "failures" are rarely cataclysmic.
December 30, 2022
Younger Investors Present Massive Opportunity: FidelityAdvisors should take steps to ensure that they can serve the needs of younger investors in the future.
December 22, 2022
10 of the Biggest Financial Frauds of the Past 25 YearsFTX is only one of the many massive fraud cases to rock the financial world in recent decades.
December 19, 2022
Americans Pessimistic About Personal Finances: Allianz Life SurveyNearly 30% of survey respondents say their financial situation is worse now than it was a year ago.