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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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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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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