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.
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.
By John ManganaroA paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
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.
September 12, 2022
5 Common-Sense Ways to Explain Fees to ClientsGood advisors provide great value to clients, but advice comes at a cost. How do you explain it?
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 07, 2022
Bestselling Financial Advice Books vs. Professors: Answers to 4 Money QuestionsA researcher compared the opinions of experts including John Bogle, Tony Robbins, Burton Malkiel and Robert Kiyosaki to those of academics.