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.
Joe Duran: What Investors Need From Financial Planners During Tough Times
By John ManganaroInvestors are seeking "financial clarity and control," the Goldman Sachs Personal Financial Management head says.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel CrosbyThe chief behavioral officer also tells ThinkAdvisor why "buying what you know" actually increases investment risk.
October 04, 2022
4 Uncomfortable Facts About Early Retirement That Clients Need to HearThough unexpected late-career terminations are disruptive, with the right planning, they don't have to be catastrophic.
October 04, 2022
4% Rule Is Based on Faulty Assumptions, New Paper ArguesThe actual safe withdrawal rate is much lower, the researchers say; advisors caution against relying on rules of thumb.
September 30, 2022
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.
September 29, 2022
Despite Wealth Gains, Millennials Likely to Face Greater Retirement UncertaintyMillennials will be a wealthier generation of retirees than boomers, but more unequal in distribution of that wealth.
September 19, 2022
Medicare Open Enrollment: A Checklist for Advisors and ClientsNow is the time to touch base with clients to help ensure that they have the best coverage at the lowest cost.