Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]
Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.