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.
Jeffrey Gundlach's Top 10 Predictions for 2022
By Jeff BermanThe stock market faces "rougher waters" as the Fed aims to speed up the end of quantitative easing and then raise interest rates, he says.
December 02, 2021
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's EndWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.
November 19, 2021
How to Replace the 60/40 Portfolio (or Not): Advisors' AdviceAs bond yields remain low, advisors told us how they're investing to boost returns while offsetting stock volatility.
November 10, 2021
The Biggest Financial Mistakes Business Owners Make: Advisors' AdviceAdvisors discussed how they help business-owner clients avoid mistakes on taxes, insurance and other critical financial matters.
November 01, 2021
Social Media Star Kyla Scanlon Is Making Finance FunScanlon, 24, tells ThinkAdvisor why she quit American Funds, thinks memes beat fundamentals and finds monetary policy "fascinating."