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It's difficult to rein in a client who is determined to change his strategy with every market fluctuation. But as your client's coach, you've got to help him minimize the panic attacks and stay on the wise investing course.
Sure, your clients know that they're supposed to buy low and sell high, but that doesn't mean they're going to do it. New research sheds light on how investors make decisionsand how to steer them toward better ones.
The theory that investor whims drive market momentum still has a way to go before it can be proven. But certain underlying concepts are of undeniable value and are already being applied in the investment community.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024