Behavioral finance

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

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

Unprecedented and uncertain are two conditions that not only describe 2020 but can also activate behavioral biases. This edition of our recurring behavioral finance insights examines loss aversion and confirmation bias in the context of COVID-19.
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

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

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Behavioral finance

With the U.S. bull market charging past one obstacle after another over the past 10 years, your clients may be expressing a desire to invest primarily in domestic equities.
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.

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