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Behavioral Finance
How to handle market declines
This piece is approved to use with clients.
You wouldn’t be human if you didn’t fear loss. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. Here are seven principles that can help fight the urge to make emotional decisions in times of market turmoil.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.