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Behavioral Finance
Understanding the Motivations for Personalized Sustainable Investing
Curated content for RIAs.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.
Policy and Regulatory Commentary
An Updated Election Outlook
This piece is approved to use with clients.
Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Policy and Regulatory Commentary
Interest Rates and Elections
The Federal Reserve’s Federal Open Markets Committee (FOMC) finishes its May meetings on monetary policy today. The Fed is expected raise interest rates by 50 basis points, which would be the first rate hike of more than 25 basis points since 2000.
Client Life Events
Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
Curated content for RIAs.
You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.
Policy and Regulatory Commentary
The New Partisan Battleground: Committee Term Limits
This piece is approved to use with clients.
Let’s review the history of term limits and what, if enacted, this particular proposal could mean from a practical perspective.
Policy and Regulatory Commentary
The Tax Season That Won’t End
This piece is approved to use with clients.
The “ides of April” are upon us and that means millions of Americans are scrambling to finish their annual filings to the Internal Revenue Service (IRS) and state revenue agencies. Tax Day 2022 hits on Monday, April 18.