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2019 Social Security Survey Results

Aug 20, 2019

The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement. 

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Top Books to Help You Pay off Debt

Yahoo Finance
Aug 20, 2019

Colin Slabach, assistant professor of retirement at The American College of Financial Services, met with Yahoo Finance to discuss the must-read books on retirement.

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Seven Areas of Expertise You Will Gain With a CFP Designation

Aug 13, 2019

Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The education requirements provisioned by the CFP Board covers seven topics.

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Study: Americans Lack Annuity Knowledge

Aug 08, 2019

While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for greater security.

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How Behavioral Finance Paves the Road to Happiness in Retirement

Aug 01, 2019

A well-respected financial advisor once shared his advice to clients who dreamed of buying a motorhome and traveling across America as soon as they retired.

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Behavioral Finance: What Everyone Needs to Know

Jul 12, 2019

Behavioral finance is a trending topic in the wealth management discussion. Understandably so––behavioral finance meshes psychology and economics to explain how investors make decisions and further identify the “why” behind every action clients take.

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Behavioral Finance and Investment Planning

Jul 10, 2019

In 1998, scholars Daniel Read and Barbara van Leeuwen asked participants to select an apple or piece of chocolate prior to engaging in the experiment.

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Benefits of Behavioral Investment Counseling and Evidence-based Investing

Jul 07, 2019

If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”

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Benefits of Core Satellite Investing

Jun 11, 2019

Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments.

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6 Cognitive Biases in Behavioral Finance

Jun 06, 2019

When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based on an ill-conceived heuristic, to make bad decisions.

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