Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Investment Advisor November 2005 Chris Blunt	Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist.
Salon.com February 14, 2001 Carina Chocano	Do you love me, or am I just paranoid? Consider, if you will, how romance is like a marauding bear, but also not...
Financial Planning October 1, 2008 Richard K. Fullmer	Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Financial Advisor October 2011 Somnath Basu	Gold--The Fear Index As long as global markets remain volatile and investor fears grow, gold will continue to increase in price.
Financial Planning July 1, 2010 Stephanie Bogan	Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Financial Planning September 1, 2008 Stephen Savage	Anatomy of a Recovery Let's look at performance history to analyze how past market downturns have played out and, more specifically, the ultimate impacts of different levels of decline.
Financial Planning August 1, 2007 Steve Savage	Reality Check Do your clients buy high and sell low? Most successful investors are able to ignore the emotional pull that occurs as the markets cycle between fear and greed.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
Job Journal January 13, 2013 Deborah Brown-Volkman	Career Pros: What's Holding You Back? People who are unhappy with their careers can usually improve things by overcoming two stumbling blocks that keep them from moving forward.
On Wall Street September 1, 2008 J Gibson Watson	The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.
Investment Advisor January 2009 Bob Clark	Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional.
Financial Planning January 1, 2009 Allan S Roth	Bear Markets Compared Let's compare and contrast the last two bear markets: the current one and the bear of 2000 to 2002.
AskMen.com October 14, 2001 Rashmikant Patel	The Emotional Cycle Of Investing These are the typical emotional stages a person goes through when experiencing the so-called wonderful world of investments...
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
The Motley Fool September 18, 2008 Rich Duprey	The Marketplace of Fear If you can keep your wits about you when others are losing theirs, it's also a time when you can find great opportunity.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Financial Advisor October 2010 Michelle Knight	Nothing To Fear But Fear Itself In an investment world where volatility has become the new normal, consider these techniques to help you work effectively with clients.
On Wall Street October 1, 2013 Brad Klontz	Determining a Client's Real Risk Tolerance What you don t know about your client's risk tolerance can hurt you both.
Financial Advisor February 2005 Raymond Fazzi	The Mistakes Investors Make A new survey suggests there are some common investing mistakes, and defined patterns of behavior, that advisors can look for in their clients.
The Motley Fool September 24, 2007 Amanda B. Kish	Fear Is Not Your Friend Fear can be a very useful emotion. But when it comes to investing and retirement planning, more often than not, fear works against us.
Financial Advisor October 2009 Wayne von Borstel	Restoring Normalcy After talking with a trustworthy advisor, clients who have faced a financial upheaval often discover they are better off than they thought.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Planning February 1, 2007 Len Reinhart	Longevity Insurance Wealthy baby boomers fear outliving their money, but they want more than immediate annuities. For financial advisors, there are three action points to follow to help ensure your clients' peace of mind.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.
InternetNews March 10, 2009 Paul Shread	Technical Analysis: Stocks Try to Bottom Fear may be high enough for a stock market bottom, but two levels will be critical.
The Motley Fool December 9, 2008 Dan Caplinger	The Unavoidable Hurdle to Monumental Wealth We all want to get rich from our investments. As the past year has shown, however, those gains don't come for free. To reap the profits of investing, you have to get comfortable with risk.
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
Investment Advisor April 2009 Olivia Mellan	The Psychology of Advice: High Anxiety If your heart beats faster when you check the market update, or your throat dries up when you prepare to tell clients about their portfolio, you have what we could call money anxiety. There's a lot of it going around these days.
On Wall Street January 1, 2012 Rob Stein	Here Comes The Contraction -- And It Could Be Good For Us Rather than believe the sky is falling again, this time there is cause for optimism.
Financial Advisor November 2010 Nick Murray	On Panic, Faith, And The Determined Primitive Everyone can buy equities. No one can keep them. What is the advisor to do?
Investment Advisor October 2006 Olivia Mellan	Nothing but Fear Itself When clients are grappling with psychological fears that exceed their tolerance level, financial advisors may be able to help them calm down and deal with their hobgoblins in a more rational way. Here, for example, are ideas on how to handle a number of scary situations.
The Motley Fool April 14, 2009 Dan Caplinger	Don't Wait Another Minute to Do This The bear market will inevitably push some investors to take less risk than they should. But you don't have to sacrifice your dreams out of fear. Start investing today and get yourself on the road to financial security.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
On Wall Street May 1, 2013 John Diehl	Managing the High Anxiety Client Nervous clients might seek negative information to support their beliefs. Here s how to ease their fears.
Financial Planning December 1, 2006 Len Reinhart	Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans.
The Motley Fool June 11, 2009 Dan Caplinger	This Smart Move Will Save Your Retirement Leaving your investments alone while continuing to make new contributions is more likely to pay off in the long run.
On Wall Street November 1, 2009 Michael A. Bois	Explaining Risk to Clients The measures taken by most private investors and their advisors regarding risk are woefully insufficient. Portfolio risk is frequently treated as a slow-moving variable, and that can have devastating results.
Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
The Motley Fool September 20, 2007 Matt Koppenheffer	Bear Stearns: Ouch! Many investors expected it to be a nasty quarter for investment bank Bear Stearns, and a nasty quarter is what they got.
The Motley Fool March 6, 2009 Dan Caplinger	The Lesson You Should Never Forget Against all the losses that you've seen in your portfolio in this past year, the only thing you have to show for it is the experience you've gained. In future good times, remember what you learned now.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
The Motley Fool July 10, 2006 Chuck Saletta	Pessimism's Potent Profits Investors, the stock market is often driven by emotions, not data. If you learn to recognize that, you can profit from it.
Investment Advisor June 2009 Contributing Writer	Soapbox: Algorithms vs. Arithmetic There are security analysts who have no fear about taking positions in derivatives based on arcane algorithms, but they seem to when it comes to analyzing investments based on commercial and apartment real estate rentals.
Financial Planning September 1, 2010 Geoff Davey	Investors and the Bear Bear markets are the greatest cause of angst for advisors and their clients. In a bear market, what clients previously thought of as a remote risk becomes reality and may trigger a complete crisis of confidence in the advisor's competence.