report by BlackRock
Results for ""
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.
Behavioral Finance
Have the Rules of Investing Changed?
This piece is approved to use with clients.
Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
This piece is approved to use with clients.
With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Client Experience
It’s All Hometown to John Caserta
John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mater, Yale, where he studied Italian and played trumpet in concert and jazz bands. His frequent media appearances and alumni connections are helping him grow his practice.
Client Experience
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
This piece is approved to use with clients.
Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.
Behavioral Finance
Behavioral Lessons in Difficult Times
This piece is approved to use with clients.
Even in the best of times, investing can be challenging. Ryan Murphy, Morningstar Investment Management head of Decision Sciences, discusses how, in difficult times, it can be helpful for investors to take pause.
Behavioral Finance
The Five Stages of a Market Crisis
This piece is approved to use with clients.
A process similar to the "five stages of grief" can be seen in market crises, including the current one.