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It's Personal: Can Personalization Improve Nudges on Financial Decisions?

It’s Personal: Can Personalization Improve Nudges on Financial Decisions?

The philosophy of “nudging” individuals toward better choices and outcomes, rather than relying on financial incentives or outright restrictions, has become a major topic within the past decade. Financial services companies have enthusiastically adopted nudging, especially for encouraging customers to save more within retirement plans. Typical nudges include defaults in initiating savings and scheduled escalations, …

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focusing on the horizon- tuning out the noise with valuations and returns

Focus on the Horizon: Tuning Out the Noise with Valuations and Returns

Valuations of publicly traded companies are a frequent topic of conversation among investors and for good reason. Valuation ratios tell us the price of stocks relative to fundamentals like earnings, sales, and book value. In other words, valuation ratios are an excellent way to understand the long-term attractiveness of groups of stocks relative to: a) …

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Don’t Let Ominous Economic Signs Deter You From Stocks

Investing in the stock market can be a bit like an emotional rollercoaster, and sometimes it’s difficult to know what to make of financial news, economic indicators, and more. We’re sharing the below graphic and explanation with you because it shows that, though there may be some negative indicators at the moment, there’s also room …

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