As Jeff Magson sees it, an unseen killer of financial plans lurks beneath the surface of every client relationship: behavioral inertia. Inertia is the tendency of an object to remain at rest, or to ...

Clients’ own fears often prevent them from taking financial action—yet action is precisely what differentiates the financial winners from the losers. Advisers identified the top financial blunders ...

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Do you have friends who procrastinate? Of course you do. Why can't they see anything through to completion? Because they don't focus on the project at hand. They are easily distracted. Why do your ...