Financial stress affects everybody - and decreasing the levels of it in your employees is good for the both of you. Consider these 4 initiatives to increase the financial security of your employees in the new year.
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
School's going to look a little different this year, but that doesn't mean you can't make time to reevaluate and reconsider your own financial situation.
72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.
In these times of extreme stress, it is important to understand the value of recognizing the difference between emotional responses and cognitive ones. This is when working with a financial advisor who holds the Behavioral Financial Advisor (BFA™) designation can make all the difference.
In an ideal financial utopia, investors would make unbiased, rational choices based solely on risk tolerance (risk vs. return trade-off). They’d be consistent in their thought processes and free from internal and external influences. However, we all know that’s far from the reality of today’s investor. Research shows that people frequently make financial and non-financial decisions based on emotion, replacing known facts with biases that can negatively affect results. That’s where the study of Behavioral Finance comes in.
As a certified Behavioral Financial Advisor, I ask the probing questions that allow me to better understand each client’s concerns so that I can provide suitable recommendations. Here are a few simple tips to help you stay focused and objective as we begin the long process of uncovering our new “normals.”
