Too few Americans have sufficiently prepared for their financial futures. Lifelong habits and attitudes toward money often influence spending and investing decisions, which can impact the ability to save for a home, pay for college, fund retirement, and cover healthcare costs throughout life.
Behavioral finance strikes at the root of whether investors reach their investment goals. The potential for a changing market landscape — and changing client conversations — makes this a timely and must-have discussion. The link between behavior and financial outcomes is often unseen. Help your clients see clearly.