Behavioral finance

Gain insight into behavioral finance, bias mitigation, and the impact investor behavior has on the markets. 

Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
Behavioral finance

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
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 content

Behavioral finance

Use this chart as a conversation starter with clients about identifying and treating behavioral finance biases. Approved for client use.
Behavioral finance

Advisors can improve their portfolio construction and management processes by acknowledging that they are subject to many of the same behavioral biases that they hope to help investors avoid.
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.
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 the prospect of increased market volatility, advisors must do more to incorporate behavioral finance into their practice to help mitigate biases.

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