<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=913546378717206&amp;ev=PageView&amp;noscript=1">
Sort by category
Wealth Management

How Behavioral Finance Paves the Road to Happiness in Retirement

A well-respected financial advisor once shared his advice to clients who dreamed of buying a motorhome and traveling across America as soon as they retired.

“I’d tell them...

Read More
Wealth Management

Behavioral Finance: What Everyone Needs to Know

Behavioral finance is a trending topic in the wealth management discussion. Understandably so––behavioral finance meshes psychology and economics to explain how investors make...

Read More
Wealth Management

Behavioral Finance and Investment Planning

In 1998, scholars Daniel Read and Barbara van Leeuwen asked participants to select an apple or piece of chocolate prior to engaging in the experiment. After making their...

Read More
Wealth Management

Benefits of Core Satellite Investing

Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the...

Read More
Wealth Management

Benefits of Behavioral Investment Counseling and Evidence-based Investing

If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”

The crux of...

Read More
Wealth Management

6 Cognitive Biases in Behavioral Finance

When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based...

Read More
The College

Retirement and Education Planning Sessions at AICPA Engage 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute...

Read More
Insurance

Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we...

Read More

6 Factors Affecting Actual Retirement Age

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

Read More