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How can we overcome our investment bad habits?

Article Abstract:

The author discusses poor investment habits and provides advice to investment professionals regarding educating clients on issues such as risk management and borrowing.

Author: Ratajczak, Donald
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
Insurance Agencies and Brokerages, Insurance agents, brokers, & service, Insurance Agents & Brokers, Analysis, Management, Insurance industry, Risk management, Investors

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Investment myths and economic realities

Article Abstract:

The author discusses the value of various methods of investment for retirement purposes. Types of investments should be considered for their income-producing and tax-deferral values in light of entire portfolios. Strategies such as income averaging, selling high, and use of index funds are considered.

Author: Ratajczak, Donald
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1998
Estate Planning, Methods, Planning

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Emotions and investment decision making

Article Abstract:

The author discusses the need to make decisions regarding investments with reason and not let emotions rule. Application of the allocation rule, maintaining discipline in planning, and an examination of shifting trends are included.

Author: Ratajczak, Donald
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
Psychological aspects

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Subjects list: United States, Financial planning, Investments
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