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Behavioral economics
The right way to be emotional about investments
Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.
Use behavioral finance to put worried clients at ease
Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.
Voices
Ignoring the behavioral finance elephants in the room
Allan S. Roth
Founder
Wealth Logic
We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.
Kitces: A new hierarchy of retirement needs
How advisers can help overcome their irrational expectations.
Social Security spousal benefits? More than 50% of people aren't aware they have them
While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.
Incorporating behavioral finance into Social Security strategies
Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.
Should advisors use behavioral manipulation for their clients’ own good?
Positive psychology might be the key to determining just what a client needs.
Should RIAs embrace robos?
A younger adviser sees the benefits in working side-by-side with technology.
Remind clients how to benefit from home equity: Retirement Scan
Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.
A fund I’d invest in – if only a provider would offer it
A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.
