Behavioral finance

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

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

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 content

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.
Market Commentary

Featured episode: “Behavioral finance through a pandemic lifecycle”

Omar Aguilar, Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, joins Bob Powell with the Investments and Wealth Institute to discuss key takeaways from BeFi Barometer 2021.

Find Behavioral finance content