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