Lessons in Behavioral Finance
Behavioral finance insights to support your clients and your practice.
WATCH: Confirmation Bias
Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential ways to help and investment solutions from our behavioral finance expert, Omar Aguilar, PhD.
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Behavioral financeAre past economic events haunting your clients’ concerns about inflation, rising interest rates, and the potential for a U.S. recession? If so, anchoring bias may be to blame. Omar Aguilar has three strategies to help advisors address this cognitive bias and realign your clients’ focus.
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Behavioral financeIf you or your clients are feeling unsettled about market volatility, you’re not alone. Join Omar Aguilar, Chief Investment Officer and Chief Executive Officer of Schwab Asset Management, as he provides 3 strategies that may help your clients keep their long-term investment goals on target.
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Behavioral financeIf you or your clients are feeling anxious about current global events, you’re not alone. Join Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management, as he provides 3 strategies that may help guide your clients in making even-keeled decisions in times of market turbulence.