Behavioral finance

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

Behavioral finance

Help clients overcome common biases during market volatility with this brief guide

  • What behaviors should you look for?
  • How can you address client concerns during a volatile market?
  • Which investment strategies may help keep your clients on track?
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

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 content

Behavioral finance

Help clients overcome common biases during market volatility with this brief guide

  • What behaviors should you look for?
  • How can you address client concerns during a volatile market?
  • Which investment strategies may help keep your clients on track?
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

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

Focusing on recent events can skew the data needed to make a good decision. For clients, this can lead to ill-informed investment decisions. Help them take a broader view of the financial markets.
Behavioral finance

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

Find Behavioral finance content