Proactive Advisor Spotlight:
Behavioral finance insights for advisors
Using behavioral finance to better guide clients
What makes an investment decision good or bad?
Managing investments in emotionally charged markets: A behavioral framework
Volume 28, Issue 8
IN THIS WEEK’S ISSUE:
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Encouraging a long-term investment perspective
Applying behavioral concepts can help clients develop a long-term investment perspective and “stay in their seats” when being bombarded by highly emotional news.n an earlier Proactive Advisor Magazine...
Are economic gains at risk amid rising COVID cases?
While U.S. equity markets cheered the news on vaccine developments last week, Federal Reserve Chairman Jerome Powell gave a more sobering assessment. According to Bloomberg, “Three of the world’s top central bankers warned Thursday [Nov. 12] that the prospect of a...
Market drivers in place heading into 2021
Editor’s note: Tony Dwyer, chief market strategist for Canaccord Genuity, and his colleagues author a widely respected monthly overview of market conditions, technical factors, and future market outlook called the “Strategy Picture Book.” The following provides an...
3 tools to help clients set clear goals and expectations
Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLCy goal in financial planning is simple, but important. I want to put 100% of my focus on being a trusted and highly knowledgeable...