As markets soar and plunge, emotions can tempt investors to buy and sell funds at the wrong times, which can have disastrous results. Use these tools to educate and entertain clients about the impact that impulsive decisions can have on their investments and the importance of focusing on the long-term.
Understanding their unique history with money can help clients make better financial decisions
A historical view of crises can help clients make rational investment decisions, even when it feels like the world is falling apart
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Annie Duke, decision strategist and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
For many couples, the transition to the next phase of life—retirement or an empty nest— is everything they’d hoped for. But the next chapter can be a rude awakening when retirement expectations aren’t shared, and they end up being very different. Learn how clients can start the discussion ahead of time to help ensure their own smooth transition.
A steady stream of dismal news can make investors want to cling to their money instead of growing it. Show them the market’s past resilience to help them avoid panic decisions when a "crisis du jour" makes headlines.
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions.
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