In this video with Institutional Investor, William Blair’s Ken McAtamney discusses how growth investors are always looking toward the future, utilizing a curious mindset and disciplined research process to discover the next potential industry innovators.
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Given the overarching questions about capitalism and political freedom, many are rightfully fearful about the uncertainty ahead. The key is to understand what we can control and position ourselves in assets that give you the highest likelihood of reaching your goals. We seek a steady journey but must expect modest setbacks, which sow the seeds for the future.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Technological innovation in the financial services industry has helped make investing more attainable for U.S. households, allowing for broader ownership of individual stocks, mutual funds, ETFs, and a variety of other financial products. However...
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.