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Category: Investor Behaviors

12 posts categorized as "Investor Behaviors"

When the Going Gets Tough in Fixed Income, Turn to Active

July 15, 2019

By Gary Manguso At this point, you’re hearing concerns about the current economic expansion being late stage or long in the tooth from financial analysts and clients alike as the global economic expansion passed the decade milestone. Paradigm shifts in the global economy have institutions like the World Bank suggesting global economic growth will grind…

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Why Advisors Without an ESG Strategy May Fall Behind

May 2, 2019

ESG investing isn’t a new idea. Coined in 2005, ESG expands on traditional socially responsible strategies to include options that are socially responsible, environmentally friendly, and that are governed in a way that supports a greater mission. The ESG market has grown significantly over the years, with more than 1,700 signatories and 68.4 trillion in…

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Luck of the Index? – How to Talk to Clients About Diversification

March 15, 2019

03/15/2019 Is there any room for luck in investing? Depending on who you ask, you’d probably find widely varied viewpoints on the role of luck in the investment process. But what about your clients? You could ask them, and again, you’d probably hear a lot of different viewpoints. A more telling way would be to…

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5 Things Any Advisor Can Do to Help Clients Through Market Volatility

January 11, 2019

There aren’t many certainties in investing, but when it comes to market volatility, one thing is for sure – investors see more than a stock price when they look at the S&P 500. They see their dreams and aspirations in the balance and can’t help but realize their vulnerability to things they seldom fully understand….

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Make Your Clients Better Investors with 3 Questions

October 9, 2018

How much easier would your life be if your clients were better investors? What would that look like? Better investors would better understand the markets, better understand their investment goals and how to meet them, and ultimately, make better investment choices. With better investors, you would spend less time fighting uphill battles to get your…

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How to Reduce Client Fear with Your Process

May 23, 2018

“The only thing we have to fear is fear itself” – Franklin D Roosevelt This iconic line was delivered to a nation embroiled in one of the most significant financial downturns in recorded history – the Great Depression. Those words struck a chord that day that still rings true today, particularly in the world of…

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How to Prepare Clients for Any Market Scenario – Infographic

December 7, 2017

Learn more about improving the client investment experience with the whitepaper – Preparing Clients for Any Market Scenario – An Advisor’s Guide to Market Movement Strategies.

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3 Steps to Improve Investor Decision Making

October 23, 2017

A financial advisor wears many hats. From managing taxes and constructing portfolios to advising investors on whether to save for college or pay off the mortgage, advisors can positively impact investors in many ways. Yet, one of the most impactful ways an advisor can benefit investors has little to do with traditional investment strategy. Rather,…

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A Simple Way to Manage Client Expectations

September 26, 2017

Client issues – nervousness about the future and unrealistic expectations for portfolio returns – has ranked as the top challenge for financial advisors, above the DOL Fiduciary Ruling and market uncertainty1. At the end of the day, delivering a positive experience is essential for financial advisors, and it begins with successfully managing and meeting each…

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Story vs. Process: Blending Strategies for Investment Clarity

May 5, 2017

How do you connect with investors, with a well-crafted story, or cold hard facts? Over the last 25 years in the investment industry, I’ve come to realize that there are two types of advisors – storytellers and process disciples. While working toward the same goal, both communication styles look starkly different, like two pieces of…

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Asking the Right Questions

August 2, 2016

The new FTJ FundChoice Risk Tolerance Questionnaire has been designed to provide the initial opportunity to engage prospective clients in a unique conversation that would set the advisor apart from other advisors and new “robo” alternatives. When we simply request the prospect to think about how markets can move up, sideways and down, then envision…

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Performance or Process

September 22, 2015

As we move into the fourth quarter it looks more and more like 2015 may not be a particularly good year for investors. The year to date return for most mutual funds of all kinds is now break even or below, and this year will be remembered more for volatility than return. For all of…

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