BEHAVIORAL FINANCE

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When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Florida's Booming Housing Market Has A Moral Hazard Problem

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Efforts to expand the role of the state-backed insurer of last resort will encourage ill-advised investments by homeowners.

Simplifying The Universe Of Cognitive Biases To Help Advisors Understand Their Clients

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Understanding the four areas of human tendencies can help advisors better understand their clients.

One High School Personal Finance Course Reaps $100,000 In Benefts, Study Says

by FA Staff

Rewards gained from a base level of financial literacy accrue greatly over a lifetime, the study found.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

FPA's Journal Names New Academic Editor

by FA Staff

Derek Lawson is a Kansas State University professor focusing on behavior finance.

Lessons That Financial-Planning Courses Don't Teach (But Should)

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Veteran advisors talk about the lessons they've learned through years of experience.

U.S. Bond Markets Are Trimming Bets On Treasuries Ahead Of CPI

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Traders have also been piling into short-dated Treasury options to hedge against potential rising rates.

Wall Street Quants Grapple With New Era Where Cash Actually Pays

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With higher rates available on cash, investors now expect even higher returns from their investments.

Want To Be Wealthy? You Might Try Therapy

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Is it possible to make people wealthier simply by helping them feel better?

What Veteran Advisors Wish They Knew Early In Their Careers

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Advisors share the lessons they've learned after years of serving clients.

Better Money Habits Top New Year's Resolutions

by FA Staff

More Americans are adding better financial habits to their 2024 goals, according to an Allianz survey.

Gold Tests Investor Appeal As Fed Prepares To Pivot

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Will gold be able to increase its value as interest rates moderate?

Older Americans Are Now Earning Almost As Much As Younger Workers

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Seniors' labor participation rate is expected to rise as the rates of most other age groups stall or decline.

Wall Street Makes Zero Progress In Energy Finance Transition

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Bank financing for both fossil fuels and low-carbon energy actually declined in 2022.

Finances Growing In Priority Among Young Couples, Survey Says

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A financial compatibility is becoming just as important as physical and intellectual compatibility, said Northwestern Mutual.

Risky Exchange-Traded Notes In Spotlight With Arrival Of 'XXXX'

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The MAX S&P 500 4X Leveraged ETNs promise to quadruple the daily returns of the benchmark index.

Allianz Life Survey Finds Investors Unclear On What Advisors Do

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The industry has failed to show investors that recommendations are individual and advisors want to help.

Why The Investment Problem Is Easier To Solve Than The Investor Problem

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Advisors can use behavioral finance to help clients capture higher returns on their investments.

FPA Names 2023 Best Research

by FA Staff

Four academics have been acknowledged for their work to advance the financial planning profession.

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