Bubbles and Market Crises Part 1

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When:  Jul 13, 2021 from 15:30 to 16:30 (ET)

Join Behavioral Investing Institute and the Investments & Wealth Institute for a complimentary, two-part series diving into the many facets involving market bubbles and crises.

Part I: New Research on Investor vs. Advisor Perspectives on Bubbles and Market Crises

Behavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors. The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor perception of what their clients think of them.

Learning Objectives:

  • Better understand the client impulses around fear and excitement
  • What clients really think about inflation, bubbles, market declines, and overall returns
  • How clearly do clients view your plan for market challenges
  • How do advisors perceive what clients think vs what they actually think, and how it may be impacting the success of your practice


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