Tag: behavioral finance

Applying Behavioral Finance to Decumulation

The study of behavioral finance has provided valuable insights into how individual behaviors can frustrate investment success. Recognizing the inherent biases that adversely affect investment decision-making has led to strategies and actions that have promoted better behavior and improved investment outcomes.

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Counseling Clients with Sudden Wealth

Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.


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Behavioral Finance

If there is one lesson to take away from this blog post, it is that your true value to clients lies not in stock-picking prowess or intricate asset allocations, but in how you modify clients’ unproductive human behaviors.

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