Articles in "Investor Perceptions" category:

Ten Years Later: How the Financial Crisis is Still Impacting Investors

  John Diehl     Tue Nov 28 09:30:00 EST 2017 


Ten years ago, the U.S. housing market collapsed, which triggered the start of what is known as the Great Recession. Now that a decade has passed, Hartford Funds conducted a survey to find out how Americans were impacted and whether they changed their financial behaviors as a result. Three key points emerged from this survey that financial advisors may find to be particularly useful.

Retirement Myths Debunked

  Michael Lynch     Wed Jan 04 14:45:00 EST 2017 


One of life’s great mysteries is retirement. For those of us who have never been retired, we really don’t know what to expect or how it will come about until we’re in it. Nonetheless, over the many years of my career I have heard countless people repeat the same commonly accepted beliefs about retirement, and I want to shed a little light on these statements. Here are just a few of the viewpoints I hear most often, accompanied by my take on what’s wrong with them:

Three Ways Investors Can Be Their Own Worst Enemy

  John Diehl     Thu Jan 28 16:00:00 EST 2016 


Recently, my firm published a whitepaper called “Don’t Get Whacked by Behavioral Pitfalls” that used quotes from popular television show “The Sopranos” to relay investing lessons. The paper brings up a number of good points about how certain investing behaviors can be harmful to a portfolio’s health, and its unique approach could offer financial advisors a creative way to talk to clients about avoiding self-defeating investing decisions.

The main takeaway from this paper is that we are all susceptible to being heavy-handed when it comes to making changes to our investments, and there are data points that support the dangers of giving in to the temptation to move money around in volatile times.

From my perspective, there are three primary behaviors, as outlined by this paper, that could be detrimental to an investor—financial advisors would be wise to take a page out of Tony Soprano’s book and nip these behaviors in the bud before things get out of hand.