Behavioral finance

Gain insight into behavioral finance, bias mitigation, and the impact investor behavior has on the markets. 

Behavioral finance
Investment Insights
Leadership Insights

If 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.
Behavioral finance

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Behavioral finance

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.

Behavioral finance content

Behavioral finance
Investment Insights
Leadership Insights

If 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.
Behavioral finance
Leadership Insights

If 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.
Behavioral finance

Most of us tend to overestimate our abilities. When it comes to money matters, such overconfidence can cause real trouble. Here’s how to help clients take a more measured approach.
Behavioral finance

Overemphasis on recent events can keep you from gathering the information you need to before making a decision. For clients, recency bias may lead to ill-informed investments. Help them take a broader view of the financial markets.
Behavioral finance

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Behavioral finance

It’s easy to stick with what you know. But for clients, this investment approach can lead to less diversified—and potentially riskier—portfolios. Here’s how to spot and address home bias.
Behavioral finance

Taking a loss is painful. In fact, research suggests that we feel the pain of loss much more than the joy of equivalent gains. But efforts to avoid losses can sometimes introduce new risks that may be damaging—especially for investors. Read more.
Behavioral finance

It’s great to find other voices that support what you believe. But this confirmation bias approach can be damaging—especially for investors. Here's how to bring more perspective to your clients' financial decision making.
Behavioral finance

Explore key findings in a whitepaper from our recent behavioral finance survey, BeFi Barometer 2021. Learn how behavioral finance techniques can mitigate the negative impact of biases on clients.

Find Behavioral finance content