Quarter 1 Update: Financial Planning
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About Behavioral Finance
The field of Behavioral Economics studies the effects of psychological, cognitive, emotional, cultural and social factors on the decisions of individuals and institutions and how those decisions vary from those introduced by traditional economic theories. In short, it’s essentially the fusion of business and psychology. As we enter 2021, this quarter’s “Learn Me” zeroes in on the concept of Behavioral Finance and how it impacts decisions alongside the Financial Planning Process. Check out the video below to learn more!
Catch Me Up
Financial Planning in the News
These timely articles discuss different aspects of navigating financial planning. Click any title to open and read the full article.
The Harvard MBA Business School Study on Goal Setting via Wanderlust Worker
Details and Analysis of President-elect Joe Biden’s Tax Plan via Tax Foundation
BlackRock Return Map via BlackRock
Making a Budget via Consumer.gov
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The Book of the Quarter
Mindset Matters
Goal Setting
In today’s world of accelerating change and increasing demands, our ability to process and embrace change is more critical than ever. Often the pressures of change hold us back, fearing that we can’t change, or perhaps that the old way is better. The key is to think differently – to see change as an opportunity to grow – and modify the foundation of beliefs, habits and expectations that drive performance.
