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BEHAVIORAL FINANCE

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Caregivers Feeling The Financial Stress

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People giving care to adults have had to sacrifice work advancement and full-time employment.

Advisors Urged To Look At 18-Month Investment Horizon

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The Macro Institute advocates for a long-term investment outlook that focuses on worldwide trends.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

End The War With Gen Z Over Who Had It Worse

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In the war among the generations over how hard it was when they were young, everyone has a point.

Vanguard Looks At Market Timing And Sees A Terrible Idea

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Market timing leads to unnecessary losses, the company's research arm says.

Only 26% Of Americans Have Created An Estate Plan, Survey Finds

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Wealthier people, especially males and those with an advisor, are the likeliest to have a plan.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

Equitable Program Demonstrates The Returns On Coaching

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Equitable Advisors has created a Holistic Financial Coach credential that's a model for other firms.

Creating Realistic Retirement Budgets--Tricks Smart Advisors Use

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

Reading The Pulse Of Clients' True Needs With Behavioral Finance

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According to a recent survey, advisors believe implementing behavioral finance tools enhances client confidence during periods of market volatility.

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Clients Misbehavin': An Interview With Nobel Laureate Kahneman

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Twenty years ago, advisor Harold Evensky interviewed the late Daniel Kahneman about how to apply behavioral finance to client management.

Daniel Kahneman, Psychologist Who Upended Economics, Dies At 90

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The Nobel Prize winner undercut assumptions about investor decision-making.

The Effect Of Personality Differences On Investment Decisions

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Financial advisors can add value by educating investors about their behaviors when designing financial plans.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Advisors Say Fulfilling ESG, Faith-Based Investing Goals Remains A Challenge

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Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.

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