Lessons in Behavioral Finance

Behavioral finance insights to support your clients and your practice.

People looking at signs and thinking - heart vs brain

WATCH: Familiarity Bias

If this year’s mega-cap technology stocks are keeping your clients from considering other investment opportunities, familiarity bias may be to blame. Omar Aguilar, PhD, has tips and strategies to help advisors keep clients on track.

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Video Archive

  • Behavioral finance

    Inflation, market volatility and challenges in the banking sector have many investors looking at how others are adapting their holdings, especially their cash allocations. But blindly following the herd is rarely the best move. Omar Aguilar, PhD, has tips and strategies to help advisors keep clients on track.
  • Behavioral finance

    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.

  • Behavioral finance

    Are 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.