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Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Behavioral Finance
The Do’s and Don’ts for Periods of Market Volatility
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.
Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Children & College Savings
A Crash Course in Financial Maturity: 4 Lessons for Children Going off to College
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.
Behavioral Finance
Diversification: The Power of Winning by Not Losing
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.
Behavioral Finance
Being Okay Can Help You Reach Your Goals
Simply being “okay” is often considered to be somewhat unsatisfying. Brinker Capital explains why okay is a good thing.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.
Children & College Savings
Advisor Perspectives: Guiding Your Child to Financial Independence
This piece is approved to use with clients.
You can guide your child towards financial independence by imparting these valuable lessons.