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