The Fundamentals of Behavioral Finance and Financial Planning
09/26/2017
What is Behavioral Finance and How Can It Help Investors?
In this white paper, we explore the fundamentals of behavioral finance and its relation to goals-based planning. Behavioral finance is not a refutation of standard finance, but a way for investors and advisors to operate within a realistic framework – one that takes into account the effect of human emotions on investment decisions – and improve saving and investing behavior.
