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Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Behavioral Finance
Regular Contributions Drive Wealth
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Investing Ideas
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.