Minisode: New Insights in Behavioral Finance

From the sage investor to the novice with little to no experience, humans are inherently emotional and often irrational when it comes to money decisions. This year alone, we’ve already seen how a global pandemic, unstable markets, and a sensationalized news cycle can influence investor behavior. This begs the question: How can financial professionals help keep their clients on track through uncertainty?

My guest today, Mark Halloran, answered that question in a webinar we hosted in August. There were so many questions from the audience that I decided to have Mark back as my guest today to dig a little deeper into the critically important topic of behavioral finance.