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Fundamentals of behavioral finance

BROUGHT TO YOU BY

Fundamentals of behavioral finance

brought to you by

The Evolving Role of Behavioral Finance in 2020

Explore key findings from 2020’s behavioral finance survey

Jul 23, 2021

Sponsored by Charles Schwab Investment Management

This white paper discusses select findings from our behavioral finance survey, BeFi Barometer 2020, such as when market volatility increased, advisors turned to behavioral finance to help keep clients invested and focused on their long-term goals.

Planning, Risk Assessment And Investment Management As One

Jan 07, 2021