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Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.
July 5
Employee Benefit News and Employee Benefit Adviser -
Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.
June 1
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Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.
May 8
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We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.
April 26
Wealth Logic -
How advisers can help overcome their irrational expectations.
March 13
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It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.
December 27
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While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.
October 24
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Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.
October 20
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Positive psychology might be the key to determining just what a client needs.
September 15
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A younger adviser sees the benefits in working side-by-side with technology.
August 8
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Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.
July 27
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A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.
June 1
