Biased! How behavioral finance impacts investors and investments
October 10, 2019  12:00 pm EST

Omar Aguilar, Ph.D 
Charles Schwab Investment Management
Senior Vice President, Chief Investment Officer of Equities and Multi-Asset Strategies
Randy Myers
Senior Contributing Editor, PLANADVISER
Forging a path of least resistance to plan participant success remains at the center of a plan sponsor’s fiduciary responsibility. Plan advisors play a major role in designing plan features and investments to help meet that responsibility. While automated plan features are a start, they are not enough—it takes creative participant education and motivation as well. This brings the field of behavioral finance to the forefront. Through the application of behavioral finance techniques, plan advisors can help educate and motivate participants to take the right steps toward retirement readiness. This session explores the idea that retirement investors may be their own worst enemy and provides insights into:


  • The science behind behavioral finance and the innate “problem” of the human brain
  • Behavioral biases and their impact on investor decisions and general market trends
  • Generational and life/investing phase dynamics and their influence on investor attitudes and actions
  • Solutions to help overcome common retirement investor mistakes
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Charles Schwab Investment Management is not affiliated with Plan Adviser. (0919-9UCM)
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