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Posts tagged with 'investor behavior'

Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

October 10, 2016 · Teresa Shawver

Most anyone with access to television during the last 47 years is likely familiar with The Brady Bunch - a blended family of what seemed to be some of the happiest darn people in the world who always worked...  Read More →

  • behavioral finance
  • family finance
  • small business
  • business planning
  • financial planning
  • investor behavior
To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

January 19, 2016 · Will W. Carter

A lot has been written over the past decade about the tendency of otherwise smart and accomplished people to make what appear to be dumb decisions with their finances and other life choices.  See, for...  Read More →

  • behavioral finance
  • financial services industry
  • family finance
  • financial planning
  • investor behavior

Why Pay For Human Help With Your Investments?

June 17, 2015 · Will W. Carter

There has been a lot in the press recently about new automated online “robo advisor” services that help people design and implement investment programs.  The greatest value of these programs...  Read More →

  • investing
  • wealth management
  • investor behavior

Political Party Affiliation Impacts Return on Investment, For Better and For Worse

June 11, 2015 · Will W. Carter

October 18, 2016: Here is a post from last year that we think is particularly relevant today... When helping clients design an investment strategy, I often find it helpful to discuss two very different types...  Read More →

  • investor behavior

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