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Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future

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Manage episode 444453381 series 1454631
Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tune in to hear:

  • From Michael’s vantage point, what did he observe during this recent market downturn?
  • How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
  • How can we better inoculate people against volatility before it happens?
  • During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
  • Why is mean reversion such a powerful force, particularly in US markets in recent years?
  • What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?

Links

Connect with Us

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

Compliance Code: 2332-OAT-9/11/2024

  continue reading

310 episoder

Artwork
iconDel
 
Manage episode 444453381 series 1454631
Innhold levert av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Tune in to hear:

  • From Michael’s vantage point, what did he observe during this recent market downturn?
  • How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?
  • How can we better inoculate people against volatility before it happens?
  • During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move?
  • Why is mean reversion such a powerful force, particularly in US markets in recent years?
  • What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?

Links

Connect with Us

The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here.

Compliance Code: 2332-OAT-9/11/2024

  continue reading

310 episoder

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