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Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
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.
Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Behavioral Finance
Should I be worried? An investor litmus test
This piece is approved to use with clients.
As a child, I remember seeing my mother’s wooden plaque of The Serenity Prayer that she kept above our kitchen sink. For those not familiar with this popular prayer, it reads...
Behavioral Finance
The formula for happiness: Wanting what you have
What if I told you that there’s a formula that is exceedingly easy to remember and could positively impact almost every decision you make? What if I told you that there is a formula for happiness?
Behavioral Finance
There is never a good time to invest
This piece is approved to use with clients.
Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Behavioral Finance
The 5 money maps
This piece is approved to use with clients.
It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.
Behavioral Finance
Love and money
This piece is approved to use with clients.
Have you had a disagreement with a loved one recently about money? If so, you’re hardly alone. An American Express survey found money took the top worry spot among married couples (33%), far outpacing the second-place intimacy (11%), children (9%), and troubles with in-laws (4%).
Behavioral Finance
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client.