BEHAVIORAL FINANCE

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Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

New Vanguard Tools Promote Importance Of Financial Coaching

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The Malvern, Pa.-based investing firm is releasing a set of research and behavioral tools for advisors.

The Smart Way To Invest In Active Funds

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While active funds as a whole underperform passive indexes, the most successful active prodcuts share a few key traits.

The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

How One Advisor Is Injecting Fun Into Financial Planning

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Lauryn Williams wants learning about money to be a less intimidating experience for millennials.

Advisors Told To Tell Prospects About Their Past Successes

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A wealth management executive explains why advisors should highlight the work they've done in the past.

U.S. Is No Longer The Millionaire Magnet It Was Before The Pandemic

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Wealth is fleeing most major U.S. metros in favor of mid-sized, Sun Belt cities.

Half Of US Job Switchers Beat Inflation With Wage Bump In 2022

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Want to get ahead of inflation? First, quit your job.

Worker Burnout Is Even Worse Than At The Peak Of The Pandemic

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Economic uncertainty, fear of job cuts and rising pressure to return to in-office work have added to workplace malaise.

Vanguard Investor Optimism Rises After Weathering A Volatile 2022

by FA Staff

Over the next 12 months, Vanguard investors on average expect a 2.7% return from the stock market, a survey said.

Taking The Financial Sting Out Of Divorce

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This advisor showed a divorcing Brooklyn couple a way out of difficult financial straits.

Using Financial Psychology To Differentiate Your Practice

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Financial planners need to expand their value by equipping themselves with the knowledge and skills of financial psychology

There's An Upbeat Signal Buried Beneath The Stock Market's Surface

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Fourteen times the S&P 500 has completed the 20% plunge into a bear market. In just three of those episodes did the American economy not shrink within a year.

Investors Risk Making A Classic Portfolio Mistake

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The venerable 60/40 allocation is no guarantee of financial success, writes Aaron Brown, but nothing is.

Crypto's Post-FTX Crisis Is Laid Bare As Trading Volumes Plummet By 50%

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Rapidly tightening monetary policy sapped speculative ardor and sparked a series of blowups at risky crypto outfits.

Yes, Adult Children Living At Home Should Be Asked To Pay Rent

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There should also be discussion about expectations around a job search if the child is returning after a job loss.

Bond Bulls Give Holiday Thanks: At Least We're Not Stock Bulls

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Market optimism has taken a beating in 2022.

How to Prepare For 2023 With Student Loan Relief Unclear

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For those trying to plan their financial futures, the back and forth is a giant headache.

Employers Are Deflating Salaries In Job Listings To Keep Pay Down

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Laws to force companies to post salary ranges are leading to lower salaries.

Why Do Some Celebrities Make Bad Investment Decisions?

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Celebrities tend to get bad advice from the wrong people and fail to take good advice, writes Bryce Sanders.

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