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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.
Advisor Value & Fees
The Value of a Financial Professional
This piece is approved to use with clients.
There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?
Client Experience
Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Client Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings
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.