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Behavioral Finance
Behavioral Advisor: Why Invest Now? A Tale of Three Investors
This piece is approved to use with clients.
“Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate investment outcome.
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Client Relationships
The Bid: Money talks, stress walks
Money is ranked the #1 source of stress in people’s lives, higher than physical health, work or family. But while we’re often willing to talk about the rest of these stressors, money is surrounded by taboo. How can we turn this concept into something approachable and part of cultural conversation?
Behavioral Finance
Behavioral Advisor: Does the Economy Predict Stock Returns?
Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Active/Passive Management
The ETF Toolkit: The Professional's Guide to Exchange Traded Funds
Over the past 20+ years, ETFs have grown tremendously in terms of AUM and number of products. They now span virtually every asset class. This guide from Invesco provides an thorough overview of exchange traded funds and insight into ETF liquidity and execution.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
Behavioral Finance
Diversify by Strategy to Stay on Track
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.
Behavioral Finance
Behavioral Advisor: Use Needs Rather than Fear for Allocation
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.