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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
Inspired Client Review Meetings
As we navigate fallout from the global pandemic, it can be easy to focus on the short-term pain we feel from market volatility instead of the potential rewards of sticking with a long-term financial plan. Join President and Global CIO Daniel Needham and Head of Decision Sciences Ryan Murphy, who will discuss key messages to consider for mid-year check-ins and ideas to help clients stay focused on what really matters in times like these.
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.
Client Experience
Three Ways to Retain Clients during a Crisis
This piece is approved to use with clients.
Tips for Strengthening Client Relationships
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
This piece is approved to use with clients.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Client Experience
The Pain Index - A Better Measure of Risk
This piece is approved to use with clients.
Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Client Experience
Market Downturn: Progress Report
This piece is approved to use with clients.
With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Policy and Regulatory Commentary
The SECURE Act: 4 Key Changes Advisors Need to Know About
At the end of last year, Congress passed the SECURE Act as part of the year-end appropriations bill and introduced some big changes to the retirement system in the U.S.
Many people saving for retirement probably will not notice anything all that different. However, financial advisors need to be aware of four key changes, particularly for clients near retirement.