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.
Is the 4% Rule Too Safe?
By David BlanchettWhile rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
April 25, 2024
Delayed Retirements Remain Elusive for Most AmericansSecuring gainful employment after leaving a career is also challenging, an annual confidence survey found.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 22, 2024
7 Tips for Clients Who Overspend: Advisors' AdviceHere's what advisors tell clients who, like most Americans in a new survey, say they spend too much.
April 19, 2024
15 Top Wealth-Destroying Stocks of the Past 10 Years: MorningstarThese market laggards torched an estimated $281.2 billion in shareholder money, portfolio strategist Amy Arnott writes.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 18, 2024
Summer Program for Future Planners Is BackThe organizer also has launched the Internship/Externship Program to help firms improve their internship efforts.
April 16, 2024
Advisor Coach Reveals the 5 Challenges He's Asked About MostDerrick Kinney, a former advisor, also shares his secret to helping clients make a smooth transition to retirement.