Omar Aguilar, Ph.D.

Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Behavioral finance

With the U.S. bull market charging past one obstacle after another over the past 10 years, your clients may be expressing a desire to invest primarily in domestic equities.
Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Behavioral finance

Some of your clients may be expecting that 2019’s remarkable equity market results will replicate themselves this year. In behavioral finance terms, this cognitive behavioral finance trap is known as the recency bias.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Behavioral finance

With the U.S. bull market charging past one obstacle after another over the past 10 years, your clients may be expressing a desire to invest primarily in domestic equities.

Omar Aguilar, Chief Investment Officer, Equities and Multi-Asset Strategies, discusses behavioral finance principles and how they affect investor decisions and influence market trends. He also explains the importance of educating advisors on behavioral finance and how the Biagnostics™ program can help advisors deliver a better client experience.