Behavioral Finance

October 4, 2022

Discover how psychological influences and biases may affect your financial behavior. Or explore other financial planning topics:

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Behavioral Finance

So Much in Common: With Guests Samantha Futerman, Anaïs Bordier & Kareem Haggag

Why do we often mistake the root causes of our feelings and other experiences?

Retirement

What Can You Do If Your Retirement Plan Gets Off Track?

Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

Behavioral Finance

How You Spend It: With Guests Joshua Fields Millburn & Cassie Mogilner Holmes

In the tradeoff between time and money, which choice usually leads to greater happiness?

Retirement

How Can You Make the Most of Your IRA Nest Egg?

What's the best way to shift your mindset when it's time to withdraw from your IRA?

Behavioral Finance

Not by a Long Shot: With Guests Katia Jordan & Craig Fox

Why do we have trouble estimating the odds of rare events?

IRA

How Can You Get Started with an IRA?

What are some of the incentives for younger investors to start saving for retirement?

Behavioral Finance

3 Investing Biases to Avoid Now

During periods of volatility, don't let emotion lead your astray.

Behavioral Finance

Fail Better: With Guests Joseph Herscher & Lauren Eskreis-Winkler

Does failure really improve our ability to learn?

Financial Planning

When Interest Rates Rise, What Should You Do with Bonds?

Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

Risk

How Much Risk Is Right for You?

Every investor wants to maximize return—but you must first consider how much risk you can stomach.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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