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March 11, 2018

Daniel Crosby: How action bias is hurting your clients

Imagine a world where you could gain more by doing less. Daniel Crosby is ready to play goalie to prove a point in the third episode of On Your Best Behavior."

March 05, 2018

Behavioral Finance Conundrum: The future is more certain than the present

In our quotidian existence, the present is far more knowable than the distant future. What complicates investing is that the exact reverse is true. Can Dr. Daniel Crosby make this all make sense? Check out Episode 2 of On Your Best Behavior.

February 26, 2018

Daniel Crosby: Behavioral Finance 101

What do monkeys in tuxedos and Alice in Wonderland have to do with Behavioral Finance? The answer: everything. Behavioral Finance Expert Daniel Crosby wants you to be On Your Best Behavior.

December 11, 2017

Mary Beth Franklin: Using home equity as retirement income

Recent research suggests that a reverse mortgage can help increase income for retirees, and could replace the "4%-rule" regarding how much to withdraw from their portfolios each year after they stop work.

December 11, 2017

How to protect against identity theft

Cybersecurity is overlooked all too often when it comes to Social Security data. Here's a firsthand account of why its necessary.

December 08, 2017

Mary Beth Franklin's advice for optimizing Social Security claiming strategies

InvestmentNews' retirement guru Mary Beth Franklin offers strategies you can put into place that may significantly increase your clients' Social Security draw.

December 08, 2017

Rising rates start to complicate bond investing

Senior Columnist John Waggoner explains that the best move may be to find corporate bonds with lower credit ratings whose firms could benefit in a growing economy.

November 19, 2017

Are investors getting complacent?

Tom Florence, CEO of 361 Capital, discusses growing investor complacency and why he thinks overconfidence might be creeping into adviser and investor decision making.

November 18, 2017

Ed Slott: 3 year-end IRA mistakes to avoid

Be aware of rules regarding required minimum distributions, Roth conversions and qualified charitable distributions that should be addressed before 2018 starts.

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