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Behavioral Finance
How Can Investors Make Better Decisions Under Stress?
This piece is approved to use with clients.
Market dips and dives can feel like punches at times, and all investors need to balance emotions like fear and regret with decision-making. Hear insights on what investors can do for themselves to avoid decision pitfalls.
Behavioral Finance
Focused expertise
There have been many restrictions placed on the normal rhythms of life in response to the COVID-19 pandemic. The interactions we typically take for granted such as going to restaurants, spending time with friends, working out at the gym, and traveling on vacation have all been curtailed in an effort to tame the pandemic.
Client Relationships
Positioning yourself as a behavioral coach
While there is plenty of economic upside to the specialization required of modern life, one downside is that hyper-specialization can lead to siloed thinking. For a psychologist like me, the hammer that I have (an understanding of the power of behavior) can lead me to see behavioral “nails” everywhere, even in places where they may not truly exist.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
This piece is approved to use with clients.
We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Client Relationships
Delivering Impactful Client Review Meetings
What Are Our Clients’ Expectations?
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!