“Investor Behavior: An Overview” is the introduction chapter for the book Investor Behavior: The Psychology of Financial Planning and Investing edited by H. Kent Baker and Victor Ricciardi that presents a historical perspective of investor psychology and theory. The field of investor...

This is a PDF file of 'Financial Behavior: The Psychology of Client Communications" presented at the Financial Planning Association (FPA) of Greater Indiana Chapter, November 2019 meeting.This presentation focused on how financial experts and their clients exhibit a wide array of behavioral...

This is a PDF file of ‘Behavioral Finance Curriculum – What Topics and Teaching Approaches to Utilize in a Course?' slides from a presentation at the Fourth Annual Meeting of the Academy of Behavioral Finance & Economics, September 18-21, 2012, Polytechnic Institute of New York University,...

Understanding fundamental human tendencies can help financial planners and advisers recognize behaviors that may interfere with clients achieving their long-term goals. The authors describe several well-established behavioral biases and suggest how to overcome them

This is a PDF file of ‘Emerging Research and Policy Issues in Behavioral Finance' slides from a presentation at the Seventh Annual Meeting of the Academy of Behavioral Finance & Economics, September 16-18, 2015, Drexel University Philadelphia, Pennsylvania.This special session provided...

This is a PDF file of 'A Literature Review of Risk Perception Studies in Behavioral Finance: The Emerging Issues' slides from a presentation at the 25th Annual Meeting of the Society for the Advancement of Behavioral Economics (SABE) Conference hosted by New York University on May 15-18,...

A significant topic within the behavioral finance literature is the notion of perceived risk pertaining to novice investors (i.e. individuals, finance students) and investment professionals (i.e. financial planners, security analysts). The author provides an overview of the concepts of risk,...

Financial and investment professionals along with their clients reveal a wide array of psychological biases that can result in flawed judgments and decisions. Understanding these biases is important for these professionals to ensure their clients are receiving the best advice and information....

Investor behaviour often deviates from logic and reason, and investors display many behaviour biases that influence their investment decision-making processes. The authors describe some common behavioural biases and suggest how to mitigate them

Since the mid-1970s, hundreds of academic studies have been conducted in risk perception-oriented research within the social sciences (e.g., nonfinancial areas) across various branches of learning. The academic foundation pertaining to the quot;psychological aspectsquot; of risk perception...