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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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Retirement and Education Planning Sessions at AICPA Engage 2019

May 31, 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute of Certified Public Accountants is the national professional organization of Certified Public Ac

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The QBI Deduction in Retirement Planning

May 29, 2019

In his Forbes column, Co-Director of the Retirement Income Center at The American College of Financial Services, Steve Parrish writes about the Qualified Business Income or “QBI” deduction and how it can be used as a retirement planning solution.

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What to Ask Life Insurance Clients

May 22, 2019

As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or financial advisory relationship.

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Employer Offered Student Loan Repayment Assistance Programs

Megan Leonhardt, CNBC Make It
May 15, 2019

Ross Riskin, assistant professor of taxation at the American College of Financial Services met with CNBC to discuss student loan repayment assistant programs.

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Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Apr 10, 2019

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we should instead look at it as one of many ways of implementing a life insurance strategy.

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