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Retirement

2019 Social Security Survey Results

The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement. 

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Financial Planning

Seven Areas of Expertise You Will Gain With a CFP® Designation

Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The...

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Retirement

Study: Americans Lack Annuity Knowledge

While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for...

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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...

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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...

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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...

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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...

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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...

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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...

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