Do not continue to let behavioral biases impact portfolio construction

Posted by Communications Staff on Jun 29, 2020 11:00:00 AM

“Experience is simply the name we give our mistakes.” Oscar Wilde

Don’t continue to let behavioral biases impact portfolio construction. By acknowledging that advisors are subject to many of the same behavioral biases as clients new report, Mitigating the Impact of Advisors’ Behavioral Biases, will show advisors how they can improve their portfolio construction and management processes.

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Topics: investments, wealth, retirement, retire, financial advisors

The Healthy Tortoise Economy Will Amble On — David Kelly

Posted by Linda Corman, guest contributor on Mar 26, 2019 6:30:00 AM

Although global growth will slow in the coming year, what is already the longest expansion ever will continue, according to David Kelly, chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Kelly was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

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Topics: retirement, retire

Shifting Client Conversations from Yield to Cash Flow

Posted by Admin on Aug 8, 2018 6:00:00 PM
When meeting with financial advisors, we’re consistently hearing concerns that retirees may feel challenged to generate sufficient income to meet everyday expenses in this low-interest-rate environment. As a result, they may be tempted to pursue certain high-yielding investments, without fully understanding their associated risks. But yield, of course, is only one form of income, and it should not be the sole focus of a retirement income strategy.   We found that investors looking for...
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Topics: investments, economy, wealth, retirement, retire

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