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Journal of Financial Planning

In network coverage since August 14, 2026 · 7 stories
Network coverage
practice

Behavioral finance is cognitive psychology applied to finance, Klontz and Horwitz argue

The article lists four client behaviors it calls ubiquitous and the cognitive biases it says explain them.
practice · Sep 28A new Journal of Financial Planning paper asks how clients place themselves among 'the wealthy'
portfolio · Sep 23The 4% rule was a bond-yield artifact
practice · Sep 23The fee case built on gross returns is the weakest one
practice · Sep 23A goals-based plan pays most when the client ranks the goals
practice · Aug 19For the misengaged spouse, meeting format is the fix
RIA · Aug 14Former SSA analyst wins award for Social Security claiming study
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