Lessons in behavioral finance: Recency bias
In this brief video, Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management, explains investor biases and suggested remedies that may help ease clients’ investing behaviors.
Learn more about behavioral finance:
Use this infographic with clients to help manage their triggers and biases.
Build behavioral finance into your practice with Biagnostics. This program includes implementation materials for advisors as well as educational materials for investors to help manage their biases.
The fundamentals of behavioral finance
Practical insights that can help advisors deliver even more value to clients--and potentially build even stronger practices.
Behavioral finance insights
Explore expert perspectives on global equity markets through a behavioral finance lens.