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Behavioral Finance

Think Smarter, Not Faster

Cognitive biases are the enemy of good long-term strategic decisions. Our initiative outlines how to achieve better decision making through the lessons of behavioral finance.


 
Think Smarter, Not Faster Advisor Brochure

Think Smarter, Not Faster Advisor Brochure

Financial advisors cite loss aversion and overconfidence as the two most common factors hindering their ability to make the best decisions, while loss aversion, recency bias, and confirmation bias are among clients’ most prevalent cognitive biases. These factors can feed into poor decision making in an investing context.

Download Advisor-Use Brochure
Crucial Conversations Slide Deck

Think Smarter, Not Faster Summary Sheet

Cognitive biases are the enemy of good long-term strategic decisions. To mitigate or eliminate our cognitive biases, it is important for us to know them and plan ahead with a strategy to avoid sub-optimal decisions. This Summary Sheet provides a checklist of 7 questions designed to help slow down decision-making and manage our biases.

  Download Advisor-Use Summary Sheet
  Download Client-Use Summary Sheet
Crucial Conversations Slide Deck

Think Smarter, Not Faster Summary Sheet Deck

Companion presentation to Guggenheim’s Behavioral Finance initiative, highlighting the key points outlined in the Brochure and Summary Sheet.

  Download Advisor-Use Deck
  Download Client-Use Deck



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