by David Wismer | Nov 17, 2021 | UpClose
Why clients should follow their investment playbook Why clients should follow their investment playbook Financial advisors often use sports analogies when educating clients about investment concepts. Football offers many valuable principles that relate...
by Richard Lehman | Nov 3, 2021 | UpClose
Behavioral issues around time, age, and generational identity are underappreciated Behavioral issues around time, age, and generational identity are underappreciated Time-related illusions create age and generational-identity biases that are subtle but...
by Francis Geeseok Oh | Oct 20, 2021 | UpClose
Artificial intelligence can help improve investment decision-making Artificial intelligence can help improve investment decision-making According to a study by Accenture, over 80% of executives at wealth-management firms expect artificial intelligence...
by Jerry Wagner | Oct 6, 2021 | UpClose
How clients can find true happiness in their investing How clients can find true happiness in their investing Happiness is achieved through making progress toward a manageable goal. For investors, this means setting attainable and personalized goals...
by C. Thomas Howard | Sep 22, 2021 | UpClose
The power of planning: A behavioral perspective The power of planning: A behavioral perspective A lack of sound financial information, behavioral biases, and emotional decision-making can impair wealth creation for many people. Behavioral coaching can...
