Investors are unduly influenced by short-term market swings.
Consumers are affected by the environments they shop in.
Make sure you communicate effectively with every client.
Looking for reading material for the cottage?
Only four-in-ten Canadians are regular savers.
Studies say female investors are more risk-averse than men. But how accurate are the findings today?
The only thing more difficult than getting a client into the savings habit is getting her to save more.
Your client refuses to diversify the stocks in her portfolio. Instead, she wants her investments heavily weighted in mining firms because her sister owns a jewelry store. But you know it’s not the right time because those stocks have been underperforming. When you show her the facts, she still insists.
If investors want to make high-risk decisions, the prevailing view is they should block out emotions.
Over the long run, taking on a moderate-risk strategy typically results in higher returns. So why do clients want to roll the dice?